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iShares Morningstar Small Core Idx shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2026-06-30 $39k 518 75.51
2022-12-31 $17k 372 45.70

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
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NVIDIA Corporation (NVDA)
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust St Str Sp400val (MDYV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Asset Dedication

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Goldstein Advisors
Gladstone Institutional Advisory
Raymond James Financial
Rockefeller Capital Management
HighTower Advisors
Citadel Advisors
Commonwealth Equity Services
Mercer Global Advisors
Rsm Us Wealth Management
Ameriprise Financial

View all funds holding iShares Morningstar Small Core Idx