ISHARES TR MSCI Small Cap msci small cap shares owned by Lee Financial
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial 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 Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.4M | 23k | 61.64 |
| 2024-03-31 | $1.5M | 23k | 63.33 |
| 2023-12-31 | $1.4M | 23k | 61.90 |
| 2023-09-30 | $1.6M | 28k | 56.47 |
| 2023-06-30 | $1.7M | 29k | 58.98 |
| 2023-03-31 | $2.3M | 38k | 59.51 |
| 2022-12-31 | $2.8M | 50k | 56.48 |
| 2022-09-30 | $3.0M | 61k | 48.78 |
| 2022-06-30 | $2.9M | 53k | 54.59 |
| 2022-03-31 | $490k | 7.4k | 66.37 |
| 2021-12-31 | $499k | 6.8k | 73.12 |
| 2021-09-30 | $492k | 6.6k | 74.41 |
| 2021-06-30 | $452k | 6.1k | 74.17 |
| 2021-03-31 | $399k | 5.6k | 71.83 |
| 2020-12-31 | $375k | 5.5k | 68.41 |
| 2020-09-30 | $316k | 5.4k | 58.93 |
| 2020-06-30 | $394k | 7.3k | 53.66 |
| 2020-03-31 | $435k | 9.7k | 44.87 |
| 2019-12-31 | $670k | 11k | 62.27 |
| 2019-09-30 | $831k | 15k | 57.22 |
| 2019-06-30 | $1.0M | 18k | 57.42 |
| 2019-03-31 | $1.0M | 18k | 57.42 |
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