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ISHARES TR MSCI Small Cap msci small cap shares owned by Apex Investment Services

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

Historical chart of Apex Investment Services 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 Apex Investment Services 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 Apex Investment Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 13k 63.33
2023-12-31 $785k 13k 61.90
2023-09-30 $747k 13k 56.47
2023-06-30 $792k 13k 58.98
2023-03-31 $796k 13k 59.51
2022-12-31 $774k 14k 56.48
2022-09-30 $582k 12k 48.75
2022-06-30 $491k 9.0k 54.54
2022-03-31 $509k 7.7k 66.36
2021-12-31 $562k 7.7k 73.03
2021-09-30 $586k 7.9k 74.45
2021-06-30 $595k 8.0k 74.14
2021-03-31 $608k 8.5k 71.88
2020-12-31 $609k 8.9k 68.40
2020-09-30 $543k 9.2k 58.94
2020-06-30 $531k 9.9k 53.60
2020-03-31 $487k 11k 44.80
2019-12-31 $2.0M 32k 62.29
2019-09-30 $1.9M 32k 57.25
2019-06-30 $1.9M 32k 57.41
2019-03-31 $1.9M 33k 57.43
2018-12-31 $2.0M 38k 51.81
2018-09-30 $2.0M 32k 62.28
2018-06-30 $2.0M 32k 62.73
2018-03-31 $2.1M 32k 65.18
2017-12-31 $2.1M 33k 64.51
2017-09-30 $2.0M 33k 62.00
2017-06-30 $1.9M 33k 57.83
2017-03-31 $1.9M 34k 54.15
2016-12-31 $1.8M 37k 49.84
2016-09-30 $2.5M 48k 52.42
2016-06-30 $2.5M 52k 48.27
2016-03-31 $10M 203k 49.80
2015-12-31 $12M 2.4M 4.99
2015-09-30 $13M 274k 47.77
2015-06-30 $14M 272k 51.02
2015-03-31 $13M 266k 49.47
2014-12-31 $11M 236k 46.71
2014-09-30 $12M 244k 48.50
2014-06-30 $12M 234k 52.92
2014-03-31 $12M 231k 52.20
2013-12-31 $11M 219k 50.98
2013-09-30 $10M 210k 48.51
2013-06-30 $8.6M 206k 41.94

More positions owned by Apex Investment Services

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Mbs Etf (MBB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Apex Investment Services

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Jane Street
FMR
Goldman Sachs Group
BlackRock
Morgan Stanley
Bank of America Corporation
Modera Wealth Management
Pnc Financial Services
Washington Trust Bank

View all funds holding ISHARES TR MSCI Small Cap msci small cap