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ISHARES TR MSCI Small Cap msci small cap shares owned by Cranbrook Wealth Management

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Cranbrook Wealth Management from 13F filings

Historical chart of Cranbrook Wealth Management 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 Cranbrook Wealth Management 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 Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $38k 623 60.75
2024-09-30 $42k 623 67.70
2024-06-30 $38k 623 61.64
2024-03-31 $40k 623 63.33
2023-12-31 $39k 623 61.90
2023-09-30 $19k 328 56.47
2023-06-30 $19k 328 58.98
2023-03-31 $20k 328 59.51
2022-12-31 $19k 328 56.48
2022-09-30 $16k 328 48.78
2022-06-30 $18k 328 54.88
2022-03-31 $22k 328 67.07
2021-12-31 $24k 328 73.17
2021-09-30 $24k 328 73.17
2021-06-30 $24k 328 73.17
2021-03-31 $24k 328 73.17
2020-12-31 $22k 328 67.07
2020-09-30 $19k 328 57.93
2020-06-30 $18k 328 54.88
2020-03-31 $15k 328 45.73
2019-12-31 $20k 328 60.98
2019-09-30 $19k 328 57.93
2019-06-30 $20k 349 57.31
2019-03-31 $20k 349 57.31
2018-12-31 $18k 349 51.58
2018-09-30 $22k 349 63.04
2018-06-30 $22k 349 63.04
2018-03-31 $21k 328 64.02
2017-12-31 $21k 328 64.02
2017-09-30 $20k 328 60.98
2017-06-30 $19k 328 57.93
2017-03-31 $18k 328 54.88
2016-12-31 $16k 328 48.78
2016-09-30 $17k 328 51.83
2016-06-30 $16k 328 48.78
2016-03-31 $16k 328 48.78
2015-12-31 $16k 328 48.78
2015-09-30 $16k 328 48.78
2015-06-30 $17k 328 51.83
2015-03-31 $16k 328 48.78
2014-12-31 $15k 328 45.73
2014-09-30 $16k 328 48.78
2014-06-30 $17k 328 51.83
2014-03-31 $17k 328 51.83
2013-12-31 $17k 328 51.83

More positions owned by Cranbrook Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Cranbrook Wealth Management

Top funds holding ISHARES TR MSCI Small Cap msci small cap

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

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