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ISHARES TR MSCI Small Cap msci small cap shares owned by Mid Atlantic Financial Management

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

Historical chart of Mid Atlantic Financial 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 Mid Atlantic Financial 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 Mid Atlantic Financial Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.7M 24k 74.41
2021-06-30 $1.5M 20k 74.15
2021-03-31 $1.5M 21k 71.83
2020-12-31 $1.4M 21k 68.34
2020-09-30 $1.3M 21k 62.61
2020-06-30 $1.2M 22k 53.63
2020-03-31 $946k 21k 44.83
2019-12-31 $1.3M 21k 62.28
2019-09-30 $1.0M 18k 57.22
2019-06-30 $1.0M 18k 57.39
2019-03-31 $926k 16k 57.45
2018-12-31 $807k 16k 51.79

More positions owned by Mid Atlantic Financial Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Mid Atlantic Financial Management

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
FMR
Bank of New York Mellon
State of New Jersey Common Pension Fund D
BlackRock
Goldman Sachs Group
Modera Wealth Management
Tiaa Trust, National Association
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust

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