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iShares Morningstar Small Core Idx shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 3.8k 58.68
2024-03-31 $202k 3.8k 53.81
2023-12-31 $201k 3.8k 53.61

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Merit Financial Group

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
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Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx