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ISHARES TR MSCI Small Cap msci small cap shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3M 81k 77.53
2025-09-30 $538k 7.0k 76.76
2025-06-30 $419k 5.8k 72.76
2025-03-31 $410k 6.5k 63.50
2024-12-31 $364k 6.0k 60.78
2024-09-30 $701k 10k 67.67
2024-06-30 $659k 11k 61.61
2024-03-31 $726k 12k 63.36
2023-12-31 $342k 5.5k 61.83
2023-09-30 $260k 4.6k 56.46
2023-06-30 $200k 3.4k 59.03
2023-03-31 $166k 2.8k 59.67
2022-12-31 $368k 6.5k 56.55
2022-09-30 $319k 6.5k 48.71
2022-06-30 $384k 7.0k 54.62
2022-03-31 $524k 7.9k 66.34
2021-12-31 $630k 8.6k 73.15
2021-06-30 $402k 5.4k 74.18
2021-03-31 $253k 3.5k 71.79
2020-12-31 $187k 2.7k 68.30
2020-09-30 $476k 8.1k 59.01
2020-06-30 $271k 5.1k 53.62
2020-03-31 $813k 18k 44.85
2019-12-31 $552k 8.9k 62.28
2019-09-30 $476k 8.3k 57.20
2019-06-30 $493k 8.6k 57.45
2019-03-31 $464k 8.1k 57.47
2018-12-31 $1.1M 21k 51.83
2018-09-30 $463k 7.4k 62.27
2018-06-30 $43k 680 63.24
2018-03-31 $21k 320 65.62
2017-12-31 $21k 320 65.62
2017-09-30 $19k 304 62.50
2017-06-30 $28k 479 58.46
2017-03-31 $71k 1.3k 54.12
2016-12-31 $19k 391 48.59
2016-03-31 $10k 201 49.75
2015-09-30 $4.0k 85 47.06
2013-12-31 $698k 14k 50.95
2013-09-30 $914k 19k 48.50

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Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Tiaa Trust, National Association
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers
Modera Wealth Management

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