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iShares Morningstar Small Core Idx shares owned by Sanford Advisory Services

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

Historical chart of Sanford Advisory Services 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 Sanford Advisory Services 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 Sanford Advisory Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.2M 26k 45.62
2022-09-30 $996k 23k 42.73
2022-06-30 $1.0M 24k 44.30
2022-03-31 $1.3M 24k 53.61
2021-12-31 $1.4M 24k 57.25
2021-09-30 $1.6M 28k 56.12
2021-06-30 $1.7M 28k 58.63
2021-03-31 $1.7M 7.4k 222.72
2020-12-31 $1.4M 7.2k 197.36

More positions owned by Sanford Advisory Services

Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Stryker Corporation (SYK)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Trust Msci Usa Small Cap Msci Usa Sml Cp (SMLF)
Ishares Tr Select Divid Etf Select Divid Etf (DVY)
Invesco S&p Midcap Low Volatility Etf S&p Midcp Low (XMLV)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Incorporated Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Etf (AGG)

View all positions for Sanford Advisory Services

Top funds holding iShares Morningstar Small Core Idx

H D Vest Advisory Services
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Mittelman Wealth Management
Goldman Sachs Group
Gladstone Institutional Advisory
Goldstein Advisors
Commonwealth Equity Services
Brand Asset Management Group
Advisor Group Holdings
UBS Group
Rockefeller Capital Management
HighTower Advisors
Rsm Us Wealth Management

View all funds holding iShares Morningstar Small Core Idx