ISHARES TR MSCI Small Cap msci small cap shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management 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 Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $889k | 13k | 67.70 |
| 2024-06-30 | $1.0M | 16k | 61.64 |
| 2024-03-31 | $1.1M | 17k | 63.33 |
| 2023-12-31 | $1.2M | 19k | 61.90 |
| 2023-09-30 | $1.6M | 28k | 56.47 |
| 2023-06-30 | $1.7M | 28k | 58.98 |
| 2023-03-31 | $1.8M | 30k | 59.51 |
| 2022-12-31 | $1.8M | 31k | 56.48 |
| 2022-09-30 | $1.6M | 32k | 48.79 |
| 2022-06-30 | $2.0M | 37k | 54.58 |
| 2022-03-31 | $2.5M | 37k | 66.33 |
| 2021-12-31 | $3.0M | 40k | 73.09 |
| 2021-09-30 | $3.1M | 41k | 74.40 |
| 2021-06-30 | $3.3M | 44k | 74.16 |
| 2021-03-31 | $3.2M | 45k | 71.84 |
| 2020-12-31 | $3.5M | 51k | 68.34 |
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