ISHARES TR MSCI Small Cap msci small cap shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 23k | 67.70 |
| 2024-06-30 | $1.4M | 23k | 61.64 |
| 2024-03-31 | $1.4M | 22k | 63.33 |
| 2023-09-30 | $1.6M | 29k | 56.47 |
| 2023-06-30 | $1.6M | 28k | 58.98 |
| 2023-03-31 | $1.7M | 29k | 59.51 |
| 2022-12-31 | $1.6M | 28k | 56.48 |
| 2022-09-30 | $1.4M | 29k | 48.78 |
| 2022-06-30 | $1.5M | 27k | 54.57 |
| 2022-03-31 | $1.7M | 26k | 66.37 |
| 2021-12-31 | $1.2M | 17k | 73.07 |
| 2021-09-30 | $1.2M | 16k | 74.43 |
| 2021-06-30 | $1.2M | 16k | 75.35 |
| 2021-03-31 | $1.1M | 16k | 71.82 |
| 2020-12-31 | $1.1M | 16k | 68.37 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group
Top funds holding ISHARES TR MSCI Small Cap msci small cap
View all funds holding ISHARES TR MSCI Small Cap msci small cap