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ISHARES TR MSCI Small Cap msci small cap shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $651k 8.5k 76.72
2025-06-30 $690k 9.5k 72.68
2025-03-31 $601k 9.5k 63.53
2024-12-31 $574k 9.5k 60.72
2024-09-30 $741k 11k 67.70
2024-06-30 $674k 11k 61.58
2024-03-31 $752k 12k 63.40