ISHARES TR MSCI Small Cap msci small cap shares owned by Fee-Only Financial Planning, L.C.
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Fee-Only Financial Planning, L.C.
from 13F filings
Historical chart of Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 3.4k | 76.72 |
| 2025-06-30 | $244k | 3.4k | 72.68 |
| 2025-03-31 | $213k | 3.4k | 63.53 |
| 2024-12-31 | $204k | 3.4k | 60.75 |
| 2024-09-30 | $227k | 3.4k | 67.70 |
| 2024-06-30 | $207k | 3.4k | 61.64 |
| 2024-03-31 | $212k | 3.4k | 63.33 |
| 2023-12-31 | $207k | 3.4k | 61.90 |
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