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ISHARES TR MSCI Small Cap msci small cap shares owned by Catalyst Financial Partners

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

Historical chart of Catalyst Financial Partners investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Catalyst Financial Partners 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 Catalyst Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $917k 15k 60.59
2023-12-31 $266k 4.3k 61.90
2023-09-30 $286k 5.1k 56.47
2023-03-31 $811k 14k 59.51
2022-12-31 $1.2M 22k 56.48

More positions owned by Catalyst Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
UFP Technologies (UFPT)
Johnson & Johnson (JNJ)

View all positions for Catalyst Financial Partners

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

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