ISHARES TR MSCI Small Cap msci small cap shares owned by Larson Financial Group
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 115k | 67.70 |
| 2024-06-30 | $7.5M | 122k | 61.64 |
| 2024-03-31 | $11M | 174k | 63.33 |
| 2023-12-31 | $7.9M | 127k | 61.90 |
| 2023-09-30 | $5.6M | 100k | 56.47 |
| 2023-06-30 | $6.0M | 101k | 58.98 |
| 2023-03-31 | $6.1M | 103k | 59.51 |
| 2022-12-31 | $6.3M | 111k | 56.48 |
| 2022-09-30 | $13M | 265k | 48.78 |
| 2022-06-30 | $14M | 249k | 54.59 |
| 2022-03-31 | $16M | 238k | 66.34 |
| 2021-12-31 | $15M | 205k | 73.09 |
| 2021-09-30 | $13M | 170k | 74.41 |
| 2021-06-30 | $12M | 164k | 74.16 |
| 2021-03-31 | $8.6M | 126k | 68.35 |
| 2020-12-31 | $8.6M | 126k | 68.35 |
| 2020-09-30 | $6.8M | 116k | 58.99 |
| 2020-06-30 | $5.9M | 110k | 53.62 |
| 2020-03-31 | $3.4M | 77k | 44.83 |
| 2019-12-31 | $1.9M | 30k | 62.27 |
| 2019-09-30 | $1.8M | 32k | 57.23 |
| 2019-06-30 | $1.8M | 31k | 57.40 |
| 2019-03-31 | $1.5M | 29k | 51.82 |
| 2018-12-31 | $1.5M | 29k | 51.82 |
| 2018-09-30 | $243k | 3.9k | 62.18 |
| 2018-06-30 | $361k | 5.8k | 62.70 |
| 2018-03-31 | $345k | 5.3k | 65.13 |
| 2017-12-31 | $1.9M | 29k | 64.49 |
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