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ISHARES TR MSCI Small Cap msci small cap shares owned by Capital Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $175k 2.3k 76.55
2025-06-30 $151k 2.1k 72.60
2025-03-31 $82k 1.3k 63.32
2024-12-31 $121k 2.0k 60.53
2024-09-30 $135k 2.0k 67.53
2024-06-30 $196k 3.2k 61.69
2024-03-31 $201k 3.2k 63.37
2023-12-31 $196k 3.2k 61.79
2023-09-30 $179k 3.2k 56.61
2023-06-30 $255k 4.3k 59.01
2023-03-31 $273k 4.6k 59.50
2022-12-31 $259k 4.6k 56.45
2022-09-30 $269k 5.5k 48.74
2022-06-30 $372k 6.8k 54.60
2022-03-31 $397k 6.0k 66.32
2021-12-31 $257k 3.5k 73.05
2021-09-30 $164k 2.2k 74.48
2021-06-30 $231k 3.1k 73.99
2021-03-31 $210k 2.9k 71.72
2020-12-31 $200k 2.9k 68.31
2020-09-30 $173k 2.9k 59.13
2020-06-30 $157k 2.9k 53.66
2020-03-31 $131k 2.9k 44.80
2019-12-31 $177k 2.8k 62.26
2019-09-30 $144k 2.5k 57.26
2019-06-30 $132k 2.3k 57.52
2019-03-31 $161k 2.8k 57.52
2018-12-31 $150k 2.9k 51.89
2018-09-30 $137k 2.2k 62.22
2018-06-30 $138k 2.2k 62.67
2018-03-31 $81k 1.2k 65.22
2017-12-31 $114k 1.8k 64.66
2017-09-30 $54k 878 61.50
2017-06-30 $51k 878 58.09
2017-03-31 $38k 693 54.83
2016-12-31 $35k 693 50.51
2016-09-30 $36k 693 51.95
2016-06-30 $26k 543 47.88
2016-03-31 $27k 543 49.72
2015-12-31 $27k 543 49.72
2015-09-30 $26k 543 47.88
2015-06-30 $28k 543 51.57
2015-03-31 $27k 543 49.72
2014-12-31 $25k 543 46.04
2014-09-30 $26k 543 47.88
2014-06-30 $29k 543 53.41
2014-03-31 $28k 543 51.57
2013-12-31 $28k 543 51.57

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Caesars Entertainment (CZR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Series Trust S&p Divid Etf (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Capital Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers
Global Alpha Capital Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap