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ISHARES TR MSCI Small Cap msci small cap shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $427k 5.5k 77.53

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Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
Colony
Northern Trust
Cassaday & Co Wealth Management
Cetera Investment Advisers
Modera Wealth Management

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