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ISHARES TR MSCI Small Cap msci small cap shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $345k 5.1k 67.70
2024-06-30 $314k 5.1k 61.64
2024-03-31 $323k 5.1k 63.33
2023-12-31 $315k 5.1k 61.90

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

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