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

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

Historical chart of Rsm Us 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 Rsm Us Wealth Management 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 407k 67.31
2024-06-30 $25M 404k 61.48
2024-03-31 $25M 393k 63.33
2023-12-31 $26M 423k 61.90
2023-09-30 $22M 392k 56.47
2023-06-30 $22M 378k 58.98
2023-03-31 $22M 371k 59.51
2022-12-31 $20M 352k 56.48
2022-09-30 $15M 314k 48.78
2022-06-30 $15M 282k 54.59
2022-03-31 $20M 304k 66.34
2021-12-31 $18M 249k 73.09
2021-09-30 $18M 245k 74.41
2021-06-30 $16M 219k 74.16
2021-03-31 $15M 203k 71.84
2020-12-31 $13M 190k 68.35
2020-09-30 $11M 187k 58.99
2020-06-30 $10M 192k 53.62
2020-03-31 $10M 228k 44.83
2019-12-31 $16M 261k 62.28
2019-09-30 $15M 264k 57.23
2019-06-30 $16M 270k 57.40
2019-03-31 $16M 273k 57.44
2018-12-31 $14M 278k 51.82
2018-09-30 $16M 252k 62.28
2018-06-30 $16M 255k 62.74
2018-03-31 $17M 259k 65.19
2017-12-31 $17M 269k 64.50
2017-09-30 $17M 273k 62.00
2017-06-30 $16M 278k 57.84
2017-03-31 $16M 289k 54.14
2016-12-31 $15M 295k 49.84
2016-09-30 $17M 321k 52.41
2016-06-30 $17M 346k 48.26
2016-03-31 $18M 358k 49.80
2015-12-31 $15M 307k 49.95
2015-09-30 $14M 302k 47.77
2015-06-30 $16M 306k 51.62
2015-03-31 $14M 286k 49.47
2014-12-31 $13M 274k 46.71
2014-09-30 $12M 256k 48.50
2014-06-30 $14M 254k 53.50
2014-03-31 $13M 253k 52.20

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us 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