ISHARES TR MSCI Small Cap msci small cap shares owned by Stone Point Wealth
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth 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 Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $282k | 4.2k | 67.70 |
| 2024-06-30 | $260k | 4.2k | 61.64 |
| 2024-03-31 | $268k | 4.2k | 63.33 |
| 2023-12-31 | $262k | 4.2k | 61.90 |
| 2023-09-30 | $239k | 4.2k | 56.47 |
| 2023-06-30 | $252k | 4.3k | 58.98 |
| 2023-03-31 | $252k | 4.2k | 59.51 |
| 2022-12-31 | $408k | 7.2k | 56.48 |
| 2022-09-30 | $419k | 8.6k | 48.74 |
| 2022-06-30 | $527k | 9.7k | 54.54 |
| 2022-03-31 | $808k | 12k | 66.52 |
| 2021-12-31 | $832k | 11k | 72.82 |
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