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ISHARES TR MSCI Small Cap msci small cap shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-03-31 $942k 16k 59.51
2022-12-31 $1.0M 18k 56.48
2022-09-30 $1.4M 28k 48.79
2022-06-30 $1.8M 33k 54.59
2022-03-31 $3.0M 45k 66.35
2021-12-31 $4.8M 65k 73.09
2021-09-30 $4.1M 55k 74.41
2021-06-30 $3.5M 47k 74.16
2021-03-31 $2.7M 38k 71.85
2020-06-30 $1.9M 36k 53.63
2020-03-31 $2.1M 48k 44.83
2019-12-31 $1.9M 31k 62.28
2019-09-30 $1.4M 24k 57.21
2019-06-30 $1.1M 20k 57.39
2019-03-31 $1.1M 19k 57.42
2018-12-31 $954k 18k 51.85
2018-09-30 $1.2M 20k 62.27
2018-06-30 $1.3M 20k 62.73
2018-03-31 $1.3M 19k 65.15
2017-12-31 $1.0M 24k 42.55

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Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

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
Modera Wealth Management
Pnc Financial Services
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
Cassaday & Co Wealth Management

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