SCZ — ISHARES TR

Ownership history in IMA Advisory Services, Inc.  ·  27 quarters on record

This page tracks every 13F SEC filing in which IMA Advisory Services, Inc. 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
1.12% (2024 Q4)
Avg. % of fund
0.19%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 124,917 -7,790 -5.9% 0.93% $9.7M $77.53
2025 Q3 REDUCED 132,707 -3,693 -2.7% 1.02% $10.2M $75.25
2025 Q2 ADDED 136,400 +688 +0.5% 1.06% $9.9M $71.29
2025 Q1 REDUCED 135,712 -17,055 -11.2% 1.02% $8.6M $61.39
23 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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