SCZ — ISHARES TR

Ownership history in Single Point Partners, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Single Point Partners, 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
1.99% (2019 Q4)
Avg. % of fund
1.06%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,753 -716 -20.6% 0.04% $211K $75.25
2025 Q2 REDUCED 3,469 -1,742 -33.4% 0.06% $252K $71.29
2025 Q1 REDUCED 5,211 -3,986 -43.3% 0.08% $331K $61.39
2024 Q4 REDUCED 9,197 -19,764 -68.2% 0.13% $559K $58.70
16 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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