SCZ ISHARES TR

Ownership history in DORVAL Corp  ·  9 quarters on record

This page tracks every 13F SEC filing in which DORVAL Corp 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
3.4% (2025 Q2)
Avg. % of fund
3.19%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 135,369 +2,168 +1.6% 3.35% $10.5M $77.53
2025 Q3 ADDED 133,201 +2,478 +1.9% 3.38% $10.2M $75.25
2025 Q2 ADDED 130,723 +4,329 +3.4% 3.40% $9.5M $71.29
2025 Q1 ADDED 126,394 +2,156 +1.7% 3.20% $7.9M $61.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)
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