iShares Morningstar Small Core Idx shares owned by Aveo Capital Partners
Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Aveo Capital Partners
from 13F filings
Historical chart of Aveo Capital Partners investment in iShares Morningstar Small Core Idx
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Quarterly reported holdings in iShares Morningstar Small Core Idx by Aveo Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 20k | 58.67 |
| 2024-09-30 | $1.2M | 20k | 58.68 |
| 2024-06-30 | $1.1M | 20k | 53.87 |
| 2024-03-31 | $1.1M | 20k | 53.81 |
| 2023-12-31 | $1.1M | 20k | 53.61 |
| 2023-09-30 | $925k | 20k | 47.08 |
| 2023-06-30 | $977k | 20k | 49.72 |
| 2023-03-31 | $931k | 20k | 47.40 |
| 2022-12-31 | $900k | 20k | 45.60 |
| 2022-09-30 | $842k | 20k | 42.71 |
| 2022-06-30 | $873k | 20k | 44.26 |
| 2022-03-31 | $1.2M | 22k | 53.52 |
| 2021-12-31 | $1.3M | 22k | 57.22 |
| 2021-09-30 | $1.3M | 23k | 56.11 |
| 2021-06-30 | $1.4M | 23k | 58.64 |
| 2021-03-31 | $1.3M | 5.8k | 225.51 |
| 2020-09-30 | $974k | 6.2k | 156.74 |
| 2020-03-31 | $834k | 6.7k | 125.36 |
| 2019-12-31 | $1.3M | 6.8k | 188.82 |
| 2019-09-30 | $1.3M | 6.8k | 184.42 |
| 2019-06-30 | $1.4M | 7.7k | 177.78 |
| 2019-03-31 | $1.4M | 8.3k | 169.30 |
| 2018-12-31 | $788k | 5.3k | 147.90 |
| 2018-09-30 | $774k | 4.7k | 165.81 |
| 2018-06-30 | $503k | 2.8k | 178.75 |
| 2018-03-31 | $481k | 2.8k | 168.89 |
| 2017-12-31 | $496k | 2.8k | 174.16 |
| 2017-09-30 | $413k | 2.5k | 166.60 |
| 2017-06-30 | $413k | 2.6k | 161.71 |
| 2017-03-31 | $321k | 2.0k | 159.46 |
| 2016-12-31 | $920k | 5.9k | 156.22 |
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