ISHARES TR MSCI Small Cap msci small cap shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group 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 Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $446k | 7.3k | 60.75 |
| 2024-09-30 | $497k | 7.3k | 67.70 |
| 2024-06-30 | $453k | 7.3k | 61.64 |
| 2024-03-31 | $806k | 13k | 63.33 |
| 2023-12-31 | $967k | 16k | 61.90 |
| 2023-09-30 | $920k | 16k | 56.47 |
| 2023-06-30 | $961k | 16k | 58.98 |
| 2023-03-31 | $969k | 16k | 59.51 |
| 2022-12-31 | $924k | 16k | 56.48 |
| 2022-09-30 | $812k | 16k | 49.62 |
| 2022-06-30 | $1.0M | 20k | 53.46 |
| 2022-03-31 | $1.3M | 20k | 66.36 |
| 2021-12-31 | $1.4M | 20k | 73.07 |
| 2021-09-30 | $1.5M | 20k | 74.40 |
| 2021-06-30 | $1.4M | 20k | 74.15 |
| 2021-03-31 | $1.2M | 16k | 71.86 |
| 2020-12-31 | $1.1M | 16k | 68.32 |
| 2020-09-30 | $961k | 16k | 58.99 |
| 2020-06-30 | $873k | 16k | 53.59 |
| 2020-03-31 | $730k | 16k | 44.81 |
| 2019-12-31 | $1.0M | 16k | 62.31 |
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