PBMares Wealth Management »

ISHARES TR MSCI Small Cap msci small cap shares owned by PBMares Wealth Management

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

Historical chart of PBMares 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 PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by PBMares Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $713k 11k 67.70
2024-06-30 $659k 11k 61.64
2024-03-31 $676k 11k 63.33
2023-12-31 $661k 11k 61.90
2023-09-30 $602k 11k 56.47
2023-06-30 $661k 11k 58.98
2023-03-31 $847k 14k 59.51
2022-12-31 $800k 14k 56.48
2022-09-30 $970k 20k 48.78
2022-06-30 $1.1M 20k 54.56
2022-03-31 $1.3M 20k 66.32
2021-12-31 $1.5M 20k 73.07
2021-09-30 $1.5M 20k 74.40
2021-06-30 $1.4M 19k 74.14
2021-03-31 $1.4M 19k 71.85
2020-12-31 $922k 14k 68.35
2020-09-30 $854k 15k 58.97
2020-06-30 $777k 15k 53.65
2020-03-31 $694k 16k 44.81
2019-12-31 $971k 16k 62.29

More positions owned by PBMares Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for PBMares 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