Sage Financial »

iShares Morningstar Small Core Idx shares owned by Sage Financial

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

Historical chart of Sage 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 2.7k 75.51

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)

View all positions for Sage Financial

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Goldstein Advisors
Gladstone Institutional Advisory
Raymond James Financial
Rockefeller Capital Management
HighTower Advisors
Citadel Advisors
Commonwealth Equity Services
Mercer Global Advisors
Rsm Us Wealth Management
Ameriprise Financial

View all funds holding iShares Morningstar Small Core Idx