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ISHARES TR MSCI Small Cap msci small cap shares owned by My Purposeful Wealth Corp.

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

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2026-03-31 $437k 5.6k 78.41

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Dimensional Etf Trust Short Duration F (DFSD)
Tapestry (TPR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SLYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for My Purposeful Wealth Corp.

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
TIAA Wealth Investment Management
Tiaa-cref Individual & Institutional Services
Creative Planning
BlackRock
State of New Jersey Common Pension Fund D
Bank of New York Mellon
Goldman Sachs Group
FMR
Morgan Stanley
Bank of America Corporation
Colony
Northern Trust
Cassaday & Co Wealth Management

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