ISHARES TR MSCI Small Cap msci small cap shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $96M | 1.3M | 76.72 |
| 2025-06-30 | $92M | 1.3M | 72.68 |
| 2025-03-31 | $69M | 1.1M | 63.53 |
| 2024-12-31 | $62M | 1.0M | 60.75 |
| 2024-09-30 | $60M | 888k | 67.70 |
| 2024-06-30 | $55M | 891k | 61.64 |
| 2024-03-31 | $57M | 897k | 63.33 |
| 2023-12-31 | $56M | 910k | 61.90 |
| 2023-09-30 | $11M | 188k | 56.47 |
| 2023-06-30 | $12M | 195k | 58.98 |
| 2023-03-31 | $12M | 203k | 59.51 |
| 2022-12-31 | $24M | 431k | 56.48 |
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