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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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