iShares Morningstar Small Core Idx shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Core Idx by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.4M | 59k | 58.28 |
| 2025-03-31 | $2.9M | 53k | 54.17 |
| 2024-12-31 | $3.1M | 54k | 58.66 |
| 2024-09-30 | $3.0M | 51k | 58.69 |
| 2024-06-30 | $2.6M | 49k | 53.87 |
| 2024-03-31 | $2.6M | 46k | 56.21 |
| 2023-12-31 | $10M | 189k | 53.61 |
| 2023-09-30 | $8.7M | 184k | 47.08 |
| 2023-06-30 | $9.2M | 184k | 49.72 |
| 2023-03-31 | $8.7M | 184k | 47.40 |
| 2022-12-31 | $8.4M | 184k | 45.60 |
| 2022-09-30 | $7.5M | 176k | 42.70 |
| 2022-06-30 | $8.0M | 181k | 44.25 |
| 2022-03-31 | $4.9M | 92k | 53.52 |
| 2021-12-31 | $4.9M | 86k | 57.23 |
| 2021-09-30 | $4.2M | 74k | 56.15 |
| 2021-06-30 | $3.8M | 65k | 58.69 |
| 2021-03-31 | $3.1M | 14k | 225.69 |
| 2020-12-31 | $1.6M | 8.2k | 198.15 |
| 2020-09-30 | $5.6M | 35k | 156.91 |
| 2020-06-30 | $1.0M | 6.8k | 151.37 |
| 2020-03-31 | $825k | 6.6k | 125.30 |
| 2019-12-31 | $1.1M | 5.8k | 188.64 |
| 2019-09-30 | $792k | 4.5k | 175.07 |
| 2019-06-30 | $616k | 3.5k | 174.65 |
| 2019-03-31 | $557k | 3.3k | 169.30 |
| 2018-12-31 | $475k | 3.2k | 148.21 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services
Top funds holding iShares Morningstar Small Core Idx
View all funds holding iShares Morningstar Small Core Idx