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SCZ
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Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 469,189 shares of SCZ (ISHARES TR), worth $36.8M as of 2026-Q1. The position was increased (+5.0% shares). SCZ represents 0.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$36.8M

Current Shares

469,189

Total Value Change

+$7.2M

Total Shares Change

-10,117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
469,189
+5.0%
$36.8M0.3%$81.69
36
2025-Q4
Decreased
446,904
-4.6%
$34.6M0.3%$77.88
0
2025-Q3
Decreased
468,555
-0.5%
$35.9M0.3%$75.04
0
2025-Q2
Decreased
470,679
-0.6%
$34.2M0.4%$71.01
0
2025-Q1
Increased
473,295
+2.8%
$30.1M0.4%$62.14
35
2024-Q4
Decreased
460,339
-2.8%
$28M0.4%$58.80
0
2024-Q3
Decreased
473,588
-1.2%
$32.1M0.5%$64.12
0
2024-Q2
Decreased
479,306
-0.0%
$29.5M0.5%$58.40
0

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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