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iShares Morningstar Small Core Idx shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 601 63.40
2025-06-30 $35k 600 58.28
2025-03-31 $33k 600 54.18

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Invesco Qqq Trust Series I Etf (QQQ)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
H D Vest Advisory Services
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Raymond James Financial
Citadel Advisors
Rockefeller Capital Management
Mercer Global Advisors
Rsm Us Wealth Management
Brand Asset Management Group

View all funds holding iShares Morningstar Small Core Idx