CWM »

iShares Morningstar Small Core Idx shares owned by CWM

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

Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Core Idx by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $106k 1.7k 63.21
2025-06-30 $98k 1.7k 58.44
2025-03-31 $24k 441 54.42
2024-12-31 $46k 787 58.45
2022-03-31 $25k 475 52.63
2021-12-31 $1.0k 20 50.00
2021-06-30 $1.0k 20 50.00
2021-03-31 $1.0k 20 50.00
2020-12-31 $46k 232 198.28
2020-09-30 $133k 851 156.29
2020-06-30 $1.0k 20 50.00
2020-03-31 $1.0k 20 50.00
2019-12-31 $1.0k 20 50.00
2019-09-30 $1.0k 20 50.00
2019-06-30 $1.0k 20 50.00
2019-03-31 $14k 84 166.67
2018-12-31 $2.0k 14 142.86
2018-09-30 $3.0k 14 214.29