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ISHARES TR MSCI Small Cap msci small cap shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 37k 67.52
2024-06-30 $3.2M 53k 61.52
2024-03-31 $3.9M 61k 63.23
2023-12-31 $4.1M 66k 61.81
2023-09-30 $5.1M 90k 56.41
2023-06-30 $5.1M 87k 58.91
2023-03-31 $5.3M 89k 59.44
2022-12-31 $5.0M 89k 56.42
2022-09-30 $4.1M 84k 48.72
2022-06-30 $4.0M 74k 54.51
2022-03-31 $4.5M 67k 66.33
2021-12-31 $4.5M 62k 73.08
2021-09-30 $4.3M 58k 74.40
2021-06-30 $3.0M 40k 74.70
2021-03-31 $2.4M 33k 71.82
2020-12-31 $2.5M 37k 68.34
2020-09-30 $2.2M 38k 58.98
2020-06-30 $2.0M 38k 53.60
2020-03-31 $2.4M 53k 44.81
2019-12-31 $3.3M 53k 62.27
2019-09-30 $3.0M 52k 57.22
2019-06-30 $3.0M 52k 57.41
2019-03-31 $9.6M 166k 57.43
2018-12-31 $8.4M 162k 51.82
2018-09-30 $2.2M 36k 62.27
2018-06-30 $2.2M 35k 62.73
2018-03-31 $2.2M 33k 65.19
2017-12-31 $2.0M 31k 64.51
2017-09-30 $1.7M 27k 62.02
2017-06-30 $1.5M 27k 57.84
2017-03-31 $1.5M 27k 54.14
2016-12-31 $1.3M 26k 49.84
2016-09-30 $1.3M 25k 52.40
2016-06-30 $1.2M 25k 48.25
2016-03-31 $1.2M 25k 49.80
2015-12-31 $1.2M 24k 49.96
2015-09-30 $1.1M 24k 47.75
2015-06-30 $1.2M 23k 51.01
2015-03-31 $1.1M 22k 49.47
2014-12-31 $933k 20k 46.72
2014-09-30 $798k 17k 48.49
2014-06-30 $738k 14k 52.89
2014-03-31 $238k 4.6k 52.23

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Growth Etf Etf (JGRO)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Apple Stock (AAPL)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding ISHARES TR MSCI Small Cap msci small cap

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

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