New Insight Wealth Advisors »

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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024420k440k460k7700780079008000
Value ($)Share countHistorical ISCB position of New Insight Wealth … Source: stockzoa.comValue ($)Share count

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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