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iShares Morningstar Small Core Idx shares owned by Jim Saulnier & Associates

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

Historical chart of Jim Saulnier & 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 Jim Saulnier & 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $640k 10k 63.43
2025-06-30 $605k 10k 58.28
2025-03-31 $588k 11k 54.18
2024-12-31 $610k 10k 58.66
2024-09-30 $473k 8.1k 58.69

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & 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