Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tanglewood Legacy Advisors »

ISHARES TR MSCI Small Cap msci small cap shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$127k	1.6k	78.41

More positions owned by Tanglewood Legacy Advisors

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Core MF Closed and MF Open (IUSV)

Invesco S&p MF Closed and MF Open (RWL)

Pgim Aaa MF Closed and MF Open (PAAA)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (DMAY)

State Street MF Closed and MF Open (SPY)

First Trust MF Closed and MF Open (FAPR)

Apple Common Stock (AAPL)

First Trust MF Closed and MF Open (GFEB)

First Trust MF Closed and MF Open (GJAN)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z