ISHARES TR MSCI Small Cap msci small cap shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 21k | 77.53 |
| 2025-09-30 | $1.6M | 21k | 76.72 |
| 2025-06-30 | $1.6M | 22k | 72.68 |
| 2025-03-31 | $1.4M | 23k | 63.53 |
| 2024-12-31 | $1.4M | 22k | 60.75 |
| 2024-09-30 | $1.5M | 22k | 67.70 |
| 2024-06-30 | $1.4M | 22k | 61.64 |
| 2022-03-31 | $1.8M | 27k | 66.34 |
| 2021-12-31 | $2.0M | 27k | 73.15 |
| 2021-09-30 | $1.1M | 15k | 74.41 |
| 2021-06-30 | $1.1M | 15k | 74.16 |
| 2020-12-31 | $794k | 12k | 68.38 |
| 2020-09-30 | $667k | 11k | 58.99 |
| 2020-06-30 | $607k | 11k | 53.62 |
| 2020-03-31 | $500k | 11k | 44.83 |
| 2019-12-31 | $844k | 14k | 62.28 |
| 2019-09-30 | $931k | 16k | 57.23 |
| 2019-06-30 | $951k | 17k | 57.40 |
| 2019-03-31 | $980k | 17k | 57.44 |
| 2017-06-30 | $93k | 1.6k | 57.84 |
| 2017-03-31 | $63k | 1.2k | 54.14 |
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