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

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 18k 67.70
2024-06-30 $1.2M 19k 61.64
2024-03-31 $1.2M 19k 63.33
2023-12-31 $1.3M 21k 61.90
2023-09-30 $1.5M 26k 56.47
2023-06-30 $1.5M 25k 58.98
2023-03-31 $1.3M 23k 59.51
2022-12-31 $1.1M 20k 56.48
2022-09-30 $1.0M 21k 48.79
2022-06-30 $1.2M 21k 54.58
2022-03-31 $1.4M 21k 66.34
2021-12-31 $666k 9.1k 73.10
2021-09-30 $672k 9.0k 74.39
2021-06-30 $638k 8.6k 74.14
2021-03-31 $605k 8.4k 71.87
2020-12-31 $529k 7.7k 68.30
2020-09-30 $537k 9.1k 59.00
2020-06-30 $438k 8.2k 53.64
2020-03-31 $330k 7.4k 44.78
2019-12-31 $422k 6.8k 62.32
2019-09-30 $400k 7.0k 57.27
2019-06-30 $433k 7.6k 57.34
2019-03-31 $471k 8.2k 57.46
2018-12-31 $439k 8.5k 51.84
2018-09-30 $493k 7.9k 62.31
2018-06-30 $488k 7.8k 62.76
2018-03-31 $472k 7.2k 65.18
2017-12-31 $429k 6.7k 64.50
2017-09-30 $414k 6.7k 61.96
2017-06-30 $503k 8.7k 57.83
2017-03-31 $467k 8.6k 54.16
2016-12-31 $413k 8.3k 49.88
2016-09-30 $394k 7.5k 52.40
2016-06-30 $382k 7.9k 48.21
2016-03-31 $399k 8.0k 49.84
2015-12-31 $414k 8.3k 49.96
2015-09-30 $432k 9.0k 47.76
2015-06-30 $412k 8.1k 51.00
2015-03-31 $546k 11k 49.47
2014-12-31 $334k 7.1k 46.76
2014-09-30 $345k 7.1k 48.43
2014-06-30 $377k 7.1k 52.96
2014-03-31 $416k 8.0k 52.16

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

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