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ISHARES TR MSCI Small Cap msci small cap shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Planning Services 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 Planning Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $655k 9.7k 67.70
2024-06-30 $596k 9.7k 61.64
2024-03-31 $613k 9.7k 63.33
2023-12-31 $590k 9.5k 61.90
2023-09-30 $493k 8.7k 56.47
2023-06-30 $515k 8.7k 58.98
2023-03-31 $554k 9.3k 59.51
2022-12-31 $531k 9.4k 56.48
2022-09-30 $478k 9.8k 48.81
2022-06-30 $540k 9.9k 54.62
2022-03-31 $667k 10k 66.38
2021-12-31 $735k 10k 73.13
2021-09-30 $748k 10k 74.44
2021-06-30 $745k 10k 74.14
2021-03-31 $722k 10k 71.85
2020-12-31 $695k 10k 68.27
2020-09-30 $637k 11k 58.98
2020-06-30 $600k 11k 53.61
2020-03-31 $630k 14k 44.68
2019-12-31 $950k 15k 62.26
2019-09-30 $890k 16k 57.20
2019-06-30 $900k 16k 57.42
2019-03-31 $919k 16k 57.43
2018-12-31 $836k 16k 51.81
2018-09-30 $424k 6.8k 62.22
2018-06-30 $431k 6.9k 62.74
2018-03-31 $458k 7.0k 65.20
2017-12-31 $899k 14k 64.47

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Nvidia Corp Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Amazon.com Stock (AMZN)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Meta Platforms Inc Cl A Stock (META)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Google Stock (GOOGL)

View all positions for Pinnacle Wealth Planning Services

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