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ISHARES TR MSCI Small Cap msci small cap shares owned by Frontier Wealth Management

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

Historical chart of Frontier Wealth Management 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 Frontier Wealth 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 Frontier Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $297k 4.6k 64.16
2022-03-31 $297k 4.6k 64.16
2021-12-31 $336k 4.6k 73.06
2021-09-30 $341k 4.6k 74.34
2021-06-30 $323k 4.4k 74.22
2021-03-31 $312k 4.3k 71.79
2020-12-31 $300k 4.4k 68.40
2020-09-30 $279k 4.7k 58.90
2020-06-30 $269k 5.0k 53.69
2020-03-31 $330k 7.4k 44.82
2019-12-31 $333k 5.4k 62.20
2019-09-30 $295k 5.2k 57.20
2019-06-30 $331k 5.8k 57.40
2019-03-31 $331k 5.8k 57.40
2018-12-31 $1.0M 20k 51.81
2018-09-30 $1.2M 20k 62.26
2018-06-30 $1.2M 20k 62.73
2018-03-31 $1.3M 20k 65.21
2017-12-31 $1.0M 16k 64.49
2017-09-30 $1.2M 19k 61.98
2017-06-30 $1.1M 19k 57.83
2017-03-31 $1.1M 20k 54.15
2016-12-31 $1.0M 21k 49.84
2016-09-30 $1.1M 20k 52.43
2016-06-30 $976k 20k 48.28
2016-03-31 $1.1M 22k 49.78
2015-12-31 $1.1M 21k 49.94
2015-09-30 $1.0M 21k 47.78
2015-06-30 $884k 17k 51.01
2015-03-31 $911k 18k 49.46
2014-12-31 $834k 18k 46.71

More positions owned by Frontier Wealth Management

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Geopark Usd Shs (GPRK)
Devon Energy Corporation (DVN)
Procter & Gamble Company (PG)
Vanguard Index Fds Small Cp Etf (VB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Frontier Wealth Management

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
Cassaday & Co Wealth Management

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