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

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 95k 76.72
2025-06-30 $1.1M 15k 72.68
2025-03-31 $937k 15k 63.53
2024-12-31 $894k 15k 60.75
2024-09-30 $611k 9.0k 67.70
2024-06-30 $496k 8.0k 61.64
2024-03-31 $483k 7.6k 63.33
2023-12-31 $463k 7.5k 61.90
2023-09-30 $766k 14k 56.47
2023-06-30 $466k 7.9k 58.98
2023-03-31 $343k 5.8k 59.51
2022-12-31 $356k 6.3k 56.48
2022-09-30 $299k 6.1k 48.79
2022-06-30 $333k 6.1k 54.65
2022-03-31 $285k 4.3k 66.34
2021-12-31 $299k 4.1k 73.18
2021-09-30 $218k 2.9k 74.58
2021-06-30 $244k 3.3k 74.07
2021-03-31 $245k 3.4k 73.00
2020-12-31 $265k 3.9k 68.48
2020-09-30 $233k 4.0k 58.88
2020-06-30 $218k 4.1k 53.59
2019-12-31 $334k 5.2k 64.44
2019-09-30 $514k 9.0k 57.27
2019-06-30 $427k 7.4k 57.42
2019-03-31 $434k 7.6k 57.42
2018-12-31 $368k 7.1k 51.82
2018-09-30 $435k 7.0k 62.27
2018-06-30 $284k 4.5k 62.82
2018-03-31 $327k 5.0k 65.17
2017-12-31 $334k 5.2k 64.44
2017-09-30 $315k 5.1k 62.04
2017-06-30 $231k 4.0k 57.87