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

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

Historical chart of Wealthcare Capital Partners 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 Wealthcare Capital 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 Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 11k 76.72
2025-06-30 $831k 11k 72.68
2025-03-31 $742k 12k 63.53
2024-12-31 $675k 11k 60.75

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UnitedHealth (UNH)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
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Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers

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