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iShares Morningstar Small Core Idx shares owned by Adams Wealth Management

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

Historical chart of Adams 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 Adams 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 Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 43k 58.69
2024-06-30 $2.3M 43k 53.87
2024-03-31 $2.4M 42k 56.21
2023-06-30 $1.4M 28k 49.72
2023-03-31 $1.4M 29k 47.40

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Ishares Tr Conv Bd Etf (ICVT)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Italy Etf (EWI)
Ishares Tr Msci India Sm Cp (SMIN)
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)

View all positions for Adams Wealth Management

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx