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ISHARES TR MSCI Small Cap msci small cap shares owned by Courage Miller Partners

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

Historical chart of Courage Miller Partners investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Courage Miller 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 Courage Miller Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 6.3k 67.70
2024-06-30 $377k 6.1k 61.64
2024-03-31 $387k 6.1k 63.33
2023-12-31 $394k 6.4k 61.90
2023-09-30 $399k 7.1k 56.47
2023-06-30 $403k 6.8k 58.98
2023-03-31 $406k 6.8k 59.51
2022-12-31 $362k 6.4k 56.48
2022-09-30 $315k 6.5k 48.80
2022-06-30 $348k 6.4k 54.55
2022-03-31 $423k 6.4k 66.31
2021-12-31 $462k 6.3k 73.08
2021-09-30 $454k 6.1k 74.34
2021-06-30 $457k 6.2k 74.14
2021-03-31 $419k 5.8k 71.80
2020-12-31 $409k 6.0k 68.36
2020-09-30 $322k 6.0k 53.60
2020-06-30 $322k 6.0k 53.60
2020-03-31 $268k 6.0k 44.67
2019-12-31 $359k 5.8k 62.37
2019-09-30 $327k 5.7k 57.24
2019-06-30 $341k 6.0k 57.24
2019-03-31 $326k 5.7k 57.32
2018-12-31 $290k 5.6k 51.68
2018-09-30 $325k 5.2k 62.32
2018-06-30 $316k 4.9k 65.09
2018-03-31 $316k 4.9k 65.09
2017-12-31 $315k 4.9k 64.31
2017-09-30 $325k 5.2k 61.94
2017-06-30 $334k 5.8k 57.80
2017-03-31 $314k 5.8k 54.19
2016-12-31 $259k 5.2k 49.81
2016-09-30 $256k 4.9k 52.38
2016-06-30 $236k 4.9k 48.29
2016-03-31 $268k 5.4k 49.82
2015-12-31 $268k 5.4k 49.97
2015-06-30 $202k 4.0k 51.14
2015-03-31 $222k 4.5k 49.43

More positions owned by Courage Miller Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Courage Miller Partners

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

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