ISHARES TR MSCI Small Cap msci small cap shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial 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 Walkner Condon Financial 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 Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $990k | 15k | 67.70 |
| 2024-06-30 | $859k | 14k | 61.64 |
| 2024-03-31 | $883k | 14k | 63.33 |
| 2023-12-31 | $714k | 12k | 61.90 |
| 2023-09-30 | $704k | 13k | 56.47 |
| 2023-06-30 | $733k | 12k | 58.98 |
| 2023-03-31 | $875k | 15k | 59.51 |
| 2022-12-31 | $781k | 14k | 56.48 |
| 2022-09-30 | $820k | 17k | 48.78 |
| 2022-06-30 | $921k | 17k | 54.56 |
| 2022-03-31 | $1.1M | 16k | 66.34 |
| 2021-12-31 | $1.5M | 21k | 73.08 |
| 2021-03-31 | $1.6M | 22k | 71.84 |
| 2020-12-31 | $1.5M | 22k | 68.34 |
| 2020-09-30 | $1.1M | 19k | 58.98 |
More positions owned by Walkner Condon Financial Advisors
View all positions for Walkner Condon Financial Advisors
Top funds holding ISHARES TR MSCI Small Cap msci small cap
View all funds holding ISHARES TR MSCI Small Cap msci small cap