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iShares Morningstar Small Core Idx shares owned by Key FInancial

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

Historical chart of Key FInancial 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 Key FInancial 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 Key FInancial

Quarter filed Position value Share count Share price at filing
2024-12-31 $32k 552 58.66
2024-09-30 $36k 617 58.69
2024-06-30 $19k 352 53.88
2024-03-31 $15k 265 56.21
2023-12-31 $14k 265 53.60

More positions owned by Key FInancial

Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)

View all positions for Key FInancial

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Bank of America Corporation
H D Vest Advisory Services
CacheTech
Adams Wealth Management
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Raymond James Financial
Rockefeller Capital Management
UBS Group

View all funds holding iShares Morningstar Small Core Idx