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Clune & Associates »

ISHARES TR MSCI Small Cap msci small cap shares owned by Clune & Associates

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

Historical chart of Clune & Associates 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 Clune & Associates 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 Clune & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$536k	7.0k	76.72
2025-06-30	$524k	7.2k	72.68
2025-03-31	$451k	7.1k	63.53
2024-12-31	$409k	6.7k	60.75

More positions owned by Clune & Associates

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Internatnal Val (DFIV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Dimensional Etf Trust Short Duration F (DFSD)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr Core 1 5 Yr Usd (ISTB)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Vanguard Index Fds Value Etf (VTV)

Apple (AAPL)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Clune & Associates

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

Cassaday & Co Wealth Management

Northern Trust

Cetera Investment Advisers

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

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