Sunbelt Securities »

iShares Morningstar Small Core Idx shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Core Idx by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5k 80 56.21
2023-12-31 $4.3k 80 53.60
2023-09-30 $3.8k 80 47.09
2023-06-30 $4.0k 80 49.73
2023-03-31 $3.7k 80 46.39

More positions owned by Sunbelt Securities

Nvidia Corporation Stock (NVDA)
Encore Wire Corp Stock (WIRE)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares S&p 500 Growth Etf Etf (IVW)
Amazon Stock (AMZN)
Exxon Mobil Corp Stock (XOM)
Innovator Defined Wealth Shield Etf Etf (BALT)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Visa Inc Com Cl A Stock (V)
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)

View all positions for Sunbelt Securities

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