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ISHARES TR MSCI Small Cap msci small cap shares owned by WESCAP Management

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

Historical chart of WESCAP 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 WESCAP 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 WESCAP Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.4M 136k 61.64
2024-03-31 $8.6M 136k 63.33
2023-12-31 $8.4M 136k 61.90
2023-09-30 $7.7M 137k 56.47
2023-06-30 $8.1M 138k 58.98
2023-03-31 $8.4M 142k 59.51
2022-12-31 $8.0M 141k 56.48
2022-09-30 $5.4M 111k 48.78
2022-06-30 $7.3M 133k 54.59
2022-03-31 $8.1M 122k 66.33
2021-12-31 $9.2M 126k 73.09
2021-09-30 $8.7M 117k 74.41
2021-06-30 $8.4M 114k 74.16
2021-03-31 $7.9M 110k 71.84
2020-12-31 $7.0M 102k 68.34
2020-09-30 $6.0M 102k 58.98
2020-06-30 $4.3M 81k 53.62
2020-03-31 $3.9M 87k 44.83
2019-12-31 $1.6M 25k 62.24
2019-09-30 $1.3M 23k 57.22
2019-06-30 $1.2M 22k 57.40
2019-03-31 $1.2M 22k 57.44
2018-12-31 $1.1M 21k 51.81

More positions owned by WESCAP Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for WESCAP 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