Downshift Financial »

ISHARES TR MSCI Small Cap msci small cap shares owned by Downshift Financial

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

Historical chart of Downshift Financial 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 Downshift Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Downshift Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 194 82.27

More positions owned by Downshift Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust St Inter Etf (SPTI)
NVIDIA Corporation Put Option (NVDA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Downshift Financial

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
TIAA Wealth Investment Management
Goldman Sachs Group
FMR
Tiaa-cref Individual & Institutional Services
BlackRock
Creative Planning
State of New Jersey Common Pension Fund D
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Jane Street
Cassaday & Co Wealth Management
Northern Trust

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