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

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 87k 67.70
2024-06-30 $5.5M 89k 61.64
2024-03-31 $5.5M 87k 63.33
2023-12-31 $5.7M 93k 61.90
2023-09-30 $6.4M 113k 56.47
2023-06-30 $6.5M 111k 58.98
2023-03-31 $6.4M 107k 59.51
2022-12-31 $5.4M 96k 56.48
2022-09-30 $4.0M 82k 48.78
2022-06-30 $3.9M 71k 54.59
2022-03-31 $4.7M 71k 66.33
2021-12-31 $4.1M 57k 73.09
2021-09-30 $3.4M 45k 74.42
2021-06-30 $269k 3.6k 74.21
2021-03-31 $272k 3.8k 71.96
2020-12-31 $258k 3.8k 68.25
2020-09-30 $223k 3.8k 58.99
2020-06-30 $377k 7.0k 53.67
2020-03-31 $242k 5.4k 44.77
2019-12-31 $5.6M 90k 62.28
2019-09-30 $5.0M 87k 57.23
2019-06-30 $4.7M 83k 57.40
2019-03-31 $4.5M 78k 57.44
2018-12-31 $4.0M 77k 51.83
2018-09-30 $6.2M 99k 62.28
2018-06-30 $5.7M 90k 62.74
2018-03-31 $5.6M 86k 65.19
2017-12-31 $5.6M 88k 64.50
2017-09-30 $5.2M 84k 62.00
2017-06-30 $4.6M 79k 57.84
2017-03-31 $4.0M 75k 54.13
2016-12-31 $3.7M 74k 49.85
2016-09-30 $3.9M 74k 52.41
2016-06-30 $3.3M 68k 48.26
2016-03-31 $3.2M 65k 49.80
2015-12-31 $3.3M 66k 49.95
2015-09-30 $3.1M 66k 47.77
2015-06-30 $3.2M 63k 51.03
2015-03-31 $2.9M 58k 49.47
2014-12-31 $2.7M 57k 46.72

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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