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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
2025-09-30 $2.8M 37k 76.51
2025-06-30 $2.6M 36k 72.48
2025-03-31 $2.3M 37k 63.36
2024-12-31 $2.3M 38k 60.59
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 49.80
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 Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

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

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers

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