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iShares Morningstar Small Core Idx shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in iShares Morningstar Small Core Idx

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All positions including iShares Morningstar Small Core Idx held by Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 3.2k 65.01

More positions owned by Chas. P. Smith & Associates, PA, CPA's

Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chubb (CB)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Lockheed Martin Corporation (LMT)

View all positions for Chas. P. Smith & Associates, PA, CPA's

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