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iShares Morningstar Small Core Idx shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management 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 Focused Wealth Management 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 193 53.53
2023-09-30 $9.0k 191 47.08
2023-06-30 $4.5k 91 49.73
2023-03-31 $4.3k 91 47.25
2022-12-31 $4.1k 90 45.78
2022-09-30 $4.0k 90 44.44
2022-06-30 $4.0k 89 44.94
2022-03-31 $5.0k 89 56.18
2021-12-31 $5.0k 89 56.18
2021-09-30 $5.0k 89 56.18
2021-06-30 $5.0k 88 56.82
2021-03-31 $5.0k 22 227.27
2020-12-31 $4.0k 22 181.82
2020-09-30 $17k 111 153.15
2020-06-30 $17k 111 153.15
2020-03-31 $14k 111 126.13
2019-12-31 $21k 111 189.19
2019-09-30 $19k 111 171.17
2019-06-30 $19k 111 171.17
2019-03-31 $19k 111 171.17
2018-12-31 $16k 111 144.14
2018-09-30 $20k 111 180.18
2018-06-30 $20k 111 180.18
2018-03-31 $19k 111 171.17
2017-12-31 $19k 111 171.17
2017-09-30 $18k 111 162.16
2017-06-30 $18k 111 162.16
2017-03-31 $18k 111 162.16
2016-12-31 $17k 111 153.15
2016-09-30 $16k 111 144.14
2016-06-30 $15k 111 135.14
2016-03-31 $15k 111 135.14
2015-12-31 $24k 186 129.03
2015-09-30 $36k 286 125.87
2015-06-30 $41k 286 143.36
2015-03-31 $41k 286 143.36
2014-12-31 $40k 286 139.86
2014-09-30 $37k 286 129.37
2014-06-30 $39k 286 136.36
2014-03-31 $38k 286 132.87
2013-12-31 $37k 286 129.37
2013-09-30 $34k 286 118.88

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

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