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ISHARES TR MSCI Small Cap msci small cap shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 156k 63.33
2023-12-31 $11M 171k 61.90
2023-09-30 $10M 178k 56.47
2023-06-30 $10M 172k 58.98
2023-03-31 $10M 175k 59.51
2022-12-31 $9.7M 171k 56.48
2022-09-30 $7.9M 163k 48.78
2022-06-30 $9.0M 165k 54.59
2022-03-31 $10M 154k 66.34
2021-12-31 $10M 152k 68.30
2021-09-30 $11M 138k 76.10
2021-06-30 $10M 135k 76.80
2021-03-31 $9.6M 127k 75.31
2020-12-31 $8.8M 123k 72.02
2020-09-30 $6.8M 120k 56.95
2020-06-30 $7.0M 121k 58.14
2020-03-31 $6.2M 139k 44.83
2019-12-31 $9.2M 149k 61.43
2019-09-30 $8.2M 144k 57.23
2019-06-30 $8.1M 142k 57.40
2019-03-31 $8.2M 143k 57.44
2018-12-31 $7.6M 146k 51.82
2018-09-30 $2.6M 41k 62.28
2018-06-30 $2.4M 38k 62.75
2018-03-31 $2.4M 37k 65.20
2017-12-31 $2.4M 37k 64.49
2017-09-30 $2.3M 37k 61.99
2017-06-30 $2.1M 37k 57.84
2017-03-31 $1.8M 34k 54.15
2016-12-31 $1.5M 31k 49.84
2016-09-30 $1.4M 27k 52.40
2016-06-30 $1.2M 24k 48.25
2016-03-31 $972k 20k 49.77
2015-12-31 $694k 14k 49.95
2015-09-30 $589k 12k 47.80
2015-06-30 $302k 5.9k 50.95

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warren Averett Asset Management

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

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