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iShares Morningstar Small Core Idx shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management 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 Spire Wealth Management 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8k 91 63.43
2025-06-30 $5.3k 91 58.27
2022-06-30 $23k 515 44.66
2022-03-31 $27k 513 52.63
2021-12-31 $29k 511 56.75
2021-09-30 $29k 509 56.97
2021-06-30 $30k 507 59.17
2021-03-31 $29k 127 228.35

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
H D Vest Advisory Services
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Raymond James Financial
Citadel Advisors
Rockefeller Capital Management
Mercer Global Advisors
Rsm Us Wealth Management
Brand Asset Management Group

View all funds holding iShares Morningstar Small Core Idx