ISHARES TR MSCI Small Cap msci small cap shares owned by Forum Financial Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 10k | 76.72 |
| 2025-06-30 | $727k | 10k | 72.68 |
| 2025-03-31 | $636k | 10k | 63.53 |
| 2024-12-31 | $1.0M | 17k | 60.75 |
| 2024-09-30 | $1.2M | 17k | 67.70 |
| 2024-06-30 | $1.1M | 17k | 61.64 |
| 2024-03-31 | $1.1M | 17k | 63.33 |
| 2023-12-31 | $1.1M | 17k | 61.90 |
| 2023-09-30 | $967k | 17k | 56.47 |
| 2023-06-30 | $1.0M | 17k | 58.98 |
| 2023-03-31 | $430k | 7.2k | 59.51 |
| 2022-12-31 | $420k | 7.4k | 56.48 |
| 2022-09-30 | $363k | 7.4k | 48.82 |
| 2022-06-30 | $392k | 7.2k | 54.63 |
| 2022-03-31 | $476k | 7.2k | 66.33 |
| 2021-12-31 | $560k | 7.7k | 73.15 |
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