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ISHARES TR MSCI Small Cap msci small cap shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 2.8k 76.72
2025-06-30 $521k 7.2k 72.68
2025-03-31 $1.8M 29k 63.53
2024-12-31 $4.8M 78k 60.75

More positions owned by Fi3 FINANCIAL ADVISORS

iShares Core S&P 500 ETF Etf (IVV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core S&P Small Cap ETF Etf (IJR)
SPDR S&P 500 ETF Trust Etf (SPY)
Eli Lilly & Co Common Stock (LLY)
Schwab US TIPS ETF Etf (SCHP)
Apple Common Stock (AAPL)
Vanguard Total Stock Market Index Fund ETF Etf (VTI)
Vanguard Small-Cap Index Fund ETF Etf (VB)
Hillenbrand Common Stock (HI)
Nvidia Corporation Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares MSCI EAFE ETF Etf (EFA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Amazon.Com Common Stock (AMZN)

View all positions for Fi3 FINANCIAL ADVISORS

Top funds holding ISHARES TR MSCI Small Cap msci small cap

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

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