ISHARES TR MSCI Small Cap msci small cap shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.9M | 76k | 77.53 |
| 2025-09-30 | $6.1M | 79k | 76.72 |
| 2025-06-30 | $5.8M | 79k | 72.68 |
| 2025-03-31 | $349k | 5.5k | 63.53 |
| 2024-12-31 | $267k | 4.4k | 60.75 |
| 2024-09-30 | $296k | 4.4k | 67.70 |
| 2024-06-30 | $300k | 4.9k | 61.64 |
| 2024-03-31 | $350k | 5.5k | 63.33 |
| 2023-12-31 | $340k | 5.5k | 61.90 |
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