SCZ — ISHARES TR

Ownership history in Brooklyn FI, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Brooklyn FI, LLC reported a position in ISHARES TR (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.5% (2023 Q3)
Avg. % of fund
1.74%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 103,856 -31 -0.0% 1.72% $8.1M $77.53
2025 Q3 REDUCED 103,887 -2,714 -2.5% 1.79% $8.0M $75.25
2025 Q2 ADDED 106,601 +17,385 +19.5% 1.99% $7.7M $71.29
2025 Q1 REDUCED 89,216 -4,774,511 -98.2% 1.88% $6.1M $61.39
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)

Other funds also holding SCZ

As of 2025 Q4 — sorted by position size

Bear Mountain Capital, Inc. 8.45% LTG Capital LLC 3Y 6.12% Shakespeare Wealth Management, LLC 3Y 7Y 5.05% Sound Stewardship, LLC 4.88% Shore Point Advisors, LLC 3Y 3.99% Omega Financial Group, LLC 3Y 7Y 3.59% DORVAL Corp 3.35% Brand Asset Management Group, Inc. 3Y 7Y 3.22% Shoker Investment Counsel, Inc. 3Y 7Y 3.21% NorthStar Asset Management LLC /NJ/ 2.54%
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