ISHARES TR MSCI Small Cap msci small cap shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning 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 Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 24k | 61.90 |
| 2023-09-30 | $1.3M | 23k | 56.47 |
| 2023-06-30 | $1.4M | 23k | 58.98 |
| 2023-03-31 | $1.3M | 23k | 59.51 |
| 2022-12-31 | $1.3M | 23k | 56.48 |
| 2022-09-30 | $1.1M | 22k | 48.78 |
| 2022-06-30 | $904k | 17k | 54.62 |
| 2022-03-31 | $1.2M | 18k | 66.35 |
| 2021-12-31 | $1.1M | 16k | 73.06 |
| 2021-09-30 | $1.1M | 15k | 74.40 |
| 2021-06-30 | $1.0M | 14k | 74.17 |
| 2021-03-31 | $702k | 9.8k | 71.87 |
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Top funds holding ISHARES TR MSCI Small Cap msci small cap
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