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iShares Morningstar Small Core Idx shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 63k 53.61
2023-09-30 $3.0M 63k 47.19
2023-06-30 $3.1M 62k 49.72
2023-03-31 $2.9M 62k 47.40
2022-12-31 $2.8M 61k 45.60
2022-09-30 $2.6M 61k 42.73
2022-06-30 $2.4M 55k 44.25
2022-03-31 $3.3M 62k 53.50