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ISHARES TR MSCI Small Cap msci small cap shares owned by Dowling & Yahnke, LLC"

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Dowling & Yahnke, LLC" from 13F filings

Historical chart of Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC"

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.4M 28k 48.78
2022-06-30 $1.5M 28k 54.60
2022-03-31 $1.2M 18k 66.36
2021-12-31 $1.2M 17k 73.06
2021-09-30 $1.3M 17k 74.39
2021-06-30 $1.3M 17k 74.15
2021-03-31 $1.3M 19k 71.83
2020-12-31 $1.5M 22k 68.33
2020-09-30 $1.8M 31k 59.00
2020-06-30 $1.9M 36k 53.62
2020-03-31 $3.4M 76k 44.82
2019-12-31 $9.8M 157k 62.28
2019-09-30 $9.0M 158k 57.23
2019-06-30 $9.1M 159k 57.40
2019-03-31 $9.2M 159k 57.44
2018-12-31 $2.1M 37k 56.22
2018-09-30 $1.8M 29k 62.28
2018-06-30 $1.7M 28k 62.73
2018-03-31 $1.8M 28k 65.17
2017-12-31 $1.9M 29k 64.51
2017-09-30 $1.8M 29k 62.00
2017-06-30 $1.7M 29k 57.84
2017-03-31 $1.7M 31k 54.13
2016-12-31 $1.5M 30k 49.85
2016-09-30 $1.6M 30k 52.41
2016-06-30 $1.5M 30k 48.25
2016-03-31 $1.5M 30k 49.79
2015-12-31 $1.2M 24k 49.93
2015-09-30 $1.1M 24k 47.78
2015-06-30 $1.2M 24k 51.04
2015-03-31 $1.2M 24k 49.45
2014-12-31 $1.2M 27k 46.72
2014-09-30 $285k 5.9k 48.54
2014-06-30 $325k 6.1k 52.87
2014-03-31 $321k 6.1k 52.22
2013-12-31 $313k 6.1k 50.92
2013-09-30 $354k 7.3k 48.53
2013-06-30 $213k 5.1k 41.97
2013-03-31 $220k 5.0k 44.02
2012-12-31 $208k 5.1k 40.66
2012-09-30 $205k 5.3k 38.75
2012-06-30 $220k 6.1k 36.12
2012-03-31 $250k 6.2k 40.19
2011-12-31 $216k 6.2k 34.73
2011-09-30 $270k 7.7k 34.97
2011-06-30 $337k 7.7k 43.65
2011-03-31 $335k 7.7k 43.39

More positions owned by Dowling & Yahnke, LLC"

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Reliance Steel & Aluminum (RS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Dowling & Yahnke, LLC"

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

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