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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

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Lee Financial 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 Lee Financial

Quarter filed Position value Share count Share price at filing
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