ISHARES TR MSCI Small Cap msci small cap shares owned by Total Wealth Planning
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth 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 Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 55k | 67.70 |
| 2024-06-30 | $3.6M | 56k | 64.60 |
| 2024-03-31 | $3.7M | 58k | 63.33 |
| 2023-12-31 | $3.7M | 60k | 61.90 |
| 2023-09-30 | $3.6M | 63k | 56.47 |
| 2023-06-30 | $3.7M | 63k | 58.98 |
| 2023-03-31 | $3.9M | 65k | 59.51 |
| 2022-12-31 | $3.7M | 66k | 56.48 |
| 2022-09-30 | $1.5M | 32k | 48.79 |
| 2022-06-30 | $988k | 18k | 54.62 |
| 2022-03-31 | $1.3M | 19k | 66.35 |
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