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ISHARES TR MSCI Small Cap msci small cap shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $109k 1.8k 60.75
2024-09-30 $121k 1.8k 67.70
2024-06-30 $110k 1.8k 61.64
2024-03-31 $113k 1.8k 63.33
2023-12-31 $111k 1.8k 61.90
2023-09-30 $101k 1.8k 56.47
2023-06-30 $105k 1.8k 58.98
2023-03-31 $106k 1.8k 59.51
2022-12-31 $106k 1.9k 56.48
2022-09-30 $91k 1.9k 48.56
2022-06-30 $102k 1.9k 54.43
2022-03-31 $124k 1.9k 66.17
2021-12-31 $137k 1.9k 73.11
2021-09-30 $67k 905 74.03
2021-06-30 $67k 905 74.03
2021-03-31 $65k 905 71.82
2020-12-31 $248k 3.6k 68.24
2020-09-30 $214k 3.6k 58.89
2020-06-30 $54k 1.0k 53.68
2020-03-31 $45k 1.0k 44.73
2019-12-31 $63k 1.0k 62.62
2019-09-30 $58k 1.0k 57.65
2019-06-30 $58k 1.0k 57.65
2019-03-31 $58k 1.0k 57.65
2018-12-31 $52k 1.0k 51.69
2018-09-30 $63k 1.0k 62.62
2018-06-30 $63k 1.0k 62.62
2018-03-31 $66k 1.0k 65.61
2017-12-31 $65k 1.0k 64.61
2017-09-30 $62k 1.0k 61.63
2017-06-30 $58k 1.0k 57.65
2017-03-31 $54k 1.0k 53.68
2016-12-31 $50k 1.0k 49.70
2016-09-30 $73k 1.4k 52.25
2016-06-30 $49k 1.0k 48.71
2016-03-31 $50k 1.0k 49.70
2015-12-31 $50k 1.0k 49.70
2015-09-30 $48k 1.0k 47.71
2015-06-30 $51k 1.0k 51.02
2015-03-31 $50k 1.0k 49.70
2014-12-31 $47k 1.0k 46.72

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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Snap-on Incorporated (SNA)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Glassman Wealth Services

Top funds holding ISHARES TR MSCI Small Cap msci small cap

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

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