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ISHARES TR MSCI Small Cap msci small cap shares owned by Red Tortoise

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

Historical chart of Red Tortoise 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 Red Tortoise 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 Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-09-30 $198k 2.9k 67.69
2024-06-30 $180k 2.9k 61.63
2024-03-31 $183k 2.9k 63.34
2023-12-31 $180k 2.9k 61.91
2023-09-30 $162k 2.9k 56.46
2023-06-30 $170k 2.9k 58.97
2023-03-31 $171k 2.9k 59.50
2022-12-31 $162k 2.9k 56.47
2021-12-31 $211k 2.9k 73.11
2021-09-30 $140k 2.9k 48.78

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

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