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ISHARES TR MSCI Small Cap msci small cap shares owned by Strategic Advisory Partners

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Strategic Advisory Partners from 13F filings

Historical chart of Strategic Advisory Partners 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 Strategic Advisory Partners 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 Strategic Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.5k 108 78.41

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Select Sector Spdr Tr State Street Hea (XLV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ishares Biotech (IBB)
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Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
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Broadcom (AVGO)
Microsoft Corporation (MSFT)

View all positions for Strategic Advisory Partners

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
TIAA Wealth Investment Management
Tiaa-cref Individual & Institutional Services
Creative Planning
BlackRock
State of New Jersey Common Pension Fund D
Bank of New York Mellon
Goldman Sachs Group
FMR
Morgan Stanley
Bank of America Corporation
Colony
Northern Trust
Cassaday & Co Wealth Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap