ISHARES TR MSCI Small Cap msci small cap shares owned by West Coast Financial
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $481k | 7.6k | 63.33 |
| 2023-12-31 | $470k | 7.6k | 61.90 |
| 2023-09-30 | $436k | 7.7k | 56.47 |
| 2023-06-30 | $485k | 8.2k | 58.98 |
| 2023-03-31 | $498k | 8.4k | 59.51 |
| 2022-12-31 | $777k | 14k | 56.48 |
| 2022-09-30 | $789k | 16k | 48.78 |
| 2022-06-30 | $883k | 16k | 54.59 |
| 2022-03-31 | $1.1M | 17k | 66.32 |
| 2021-12-31 | $1.3M | 17k | 73.08 |
| 2021-09-30 | $1.3M | 17k | 74.41 |
| 2021-06-30 | $1.3M | 17k | 74.18 |
| 2021-03-31 | $1.2M | 17k | 71.86 |
| 2020-12-31 | $1.2M | 17k | 68.37 |
| 2020-09-30 | $1.0M | 17k | 58.98 |
| 2020-06-30 | $959k | 18k | 53.62 |
| 2020-03-31 | $1.0M | 23k | 44.85 |
| 2019-12-31 | $1.5M | 24k | 62.30 |
| 2019-09-30 | $1.4M | 24k | 57.24 |
| 2019-06-30 | $1.5M | 27k | 57.39 |
| 2019-03-31 | $1.6M | 27k | 57.46 |
| 2018-12-31 | $1.4M | 27k | 51.84 |
| 2018-09-30 | $1.0M | 17k | 62.27 |
| 2018-06-30 | $1.0M | 17k | 62.74 |
| 2018-03-31 | $1.1M | 16k | 65.21 |
| 2017-12-31 | $1.2M | 19k | 64.48 |
| 2017-09-30 | $1.2M | 20k | 62.02 |
| 2017-06-30 | $1.1M | 19k | 57.82 |
| 2017-03-31 | $1.1M | 20k | 54.14 |
| 2016-12-31 | $982k | 20k | 49.84 |
| 2016-09-30 | $1.0M | 20k | 52.42 |
| 2016-06-30 | $990k | 21k | 48.25 |
| 2016-03-31 | $1.0M | 21k | 49.82 |
| 2015-12-31 | $1.1M | 21k | 49.95 |
| 2015-09-30 | $1.0M | 21k | 47.77 |
| 2015-06-30 | $1.0M | 20k | 51.04 |
| 2015-03-31 | $1.0M | 21k | 49.49 |
| 2014-12-31 | $1.3M | 27k | 46.71 |
| 2014-09-30 | $1.4M | 29k | 48.51 |
| 2014-06-30 | $1.9M | 36k | 52.93 |
| 2014-03-31 | $3.0M | 58k | 52.21 |
| 2013-12-31 | $3.8M | 74k | 50.98 |
| 2013-09-30 | $3.7M | 77k | 48.51 |
| 2013-06-30 | $3.1M | 75k | 41.94 |
| 2013-03-31 | $3.2M | 73k | 43.96 |
| 2012-12-31 | $3.1M | 75k | 40.71 |
| 2012-09-30 | $2.9M | 74k | 38.69 |
| 2012-06-30 | $2.7M | 74k | 36.14 |
| 2012-03-31 | $3.0M | 74k | 40.13 |
| 2011-12-31 | $2.3M | 66k | 34.76 |
| 2011-09-30 | $2.5M | 72k | 34.95 |
| 2011-06-30 | $2.9M | 67k | 43.63 |
| 2010-09-30 | $1.8M | 47k | 38.37 |
| 2010-06-30 | $1.1M | 35k | 32.53 |
| 2010-03-31 | $1.0M | 28k | 37.38 |
| 2009-12-31 | $926k | 26k | 35.80 |
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