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iShares Morningstar Small Growth shares owned by F3Logic

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by F3Logic from 13F filings

Historical chart of F3Logic investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by F3Logic consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by F3Logic

Quarter filed Position value Share count Share price at filing
2022-12-31 $12M 343k 36.04
2022-09-30 $8.7M 251k 34.65
2022-06-30 $10M 293k 35.32
2020-09-30 $43k 181 237.45
2019-12-31 $400k 1.9k 212.09
2019-09-30 $525k 2.7k 195.02
2019-06-30 $547k 2.7k 203.35
2019-03-31 $577k 2.9k 199.65
2018-12-31 $501k 3.0k 166.45
2018-09-30 $700k 3.3k 212.64
2018-06-30 $689k 3.5k 199.02
2018-03-31 $641k 3.5k 185.15

More positions owned by F3Logic

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
Starboard Invt Tr Adaptive High In
Starboard Invt Tr Rh Hedged Multi (AMAX)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for F3Logic

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
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Gallagher Fiduciary Advisors
Atria Investments
H D Vest Advisory Services
Wells Fargo & Company
Ameriprise Financial
CWM
Steele Capital Management
Matrix Trust
Opes Wealth Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth