ISHARES TR MSCI Small Cap msci small cap shares owned by SageView Advisory Group
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 21k | 76.72 |
| 2025-06-30 | $1.6M | 22k | 73.33 |
| 2025-03-31 | $1.2M | 20k | 63.53 |
| 2024-12-31 | $2.1M | 34k | 60.75 |
| 2024-09-30 | $555k | 8.2k | 67.70 |
| 2024-06-30 | $672k | 11k | 61.64 |
| 2023-12-31 | $797k | 13k | 60.55 |
| 2023-09-30 | $552k | 9.8k | 56.47 |
| 2023-06-30 | $529k | 9.0k | 58.98 |
| 2023-03-31 | $469k | 7.9k | 59.51 |
| 2022-12-31 | $436k | 7.7k | 56.48 |
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