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ISHARES TR MSCI Small Cap msci small cap shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 297k 67.70
2024-06-30 $18M 291k 61.64
2024-03-31 $18M 278k 63.33
2023-12-31 $16M 256k 61.90
2023-09-30 $14M 249k 56.47
2023-06-30 $14M 239k 58.98
2023-03-31 $20M 336k 59.51
2022-12-31 $18M 320k 56.48
2022-09-30 $12M 245k 48.78
2022-06-30 $18M 329k 54.59
2022-03-31 $20M 298k 66.34
2021-12-31 $10M 140k 73.09
2021-09-30 $10M 139k 74.41
2021-06-30 $11M 141k 74.16
2021-03-31 $10M 140k 71.84
2020-12-31 $9.9M 144k 68.35
2020-09-30 $8.6M 146k 58.99
2020-06-30 $7.5M 140k 53.62
2020-03-31 $5.8M 129k 44.83
2019-12-31 $7.0M 112k 62.28
2019-09-30 $6.6M 115k 57.23
2019-06-30 $6.5M 112k 57.40
2019-03-31 $6.4M 112k 57.44
2018-12-31 $5.6M 108k 51.82
2018-09-30 $6.9M 111k 62.28
2018-06-30 $6.7M 107k 62.74
2018-03-31 $6.4M 98k 65.19
2017-12-31 $5.8M 89k 64.50
2017-09-30 $5.3M 85k 62.00
2017-06-30 $4.2M 73k 57.84
2017-03-31 $3.1M 57k 54.14
2016-12-31 $2.5M 50k 49.84
2016-09-30 $2.5M 47k 52.40
2016-06-30 $2.2M 45k 48.26

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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