iShares Morningstar Small Core Idx shares owned by New Insight Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by New Insight Wealth Advisors
from 13F filings
Historical chart of New Insight Wealth Advisors 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 New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Small Core Idx by New Insight Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $470k | 8.0k | 58.69 |
2024-06-30 | $429k | 8.0k | 53.87 |
2024-03-31 | $445k | 7.9k | 56.21 |
2023-12-31 | $412k | 7.7k | 53.61 |
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