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iShares Morningstar Small Core Idx shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 19k 53.60
2023-09-30 $892k 19k 47.08
2023-06-30 $962k 19k 49.72
2023-03-31 $962k 20k 47.40
2022-12-31 $36k 22k 1.65

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding iShares Morningstar Small Core Idx

H D Vest Advisory Services
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Gladstone Institutional Advisory
Goldstein Advisors
Commonwealth Equity Services
Brand Asset Management Group
Advisor Group Holdings
UBS Group
Rockefeller Capital Management
HighTower Advisors
Rsm Us Wealth Management
Mercer Global Advisors

View all funds holding iShares Morningstar Small Core Idx