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
2024 Q1 REDUCED 28,961 -35,416 -55.0% 0.43% $1.8M $59.16
2023 Q4 ADDED 64,377 +2,029 +3.3% 0.99% $4.0M $57.82
2023 Q3 REDUCED 62,348 -7,011 -10.1% 0.92% $3.5M $52.04
2023 Q1 ADDED 69,359 +532 +0.8% 0.90% $4.1M $53.93
2022 Q4 ADDED 68,827 +1,847 +2.8% 0.93% $3.9M $51.18
2022 Q3 REDUCED 66,980 -16,560 -19.8% 0.90% $3.3M $44.20
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)
← Back to Single Point Partners, LLC Holdings