Strategic Financial Planning »

iShares Morningstar Small Core Idx shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial Planning 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 Strategic Financial Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 3.6k 58.69
2024-03-31 $201k 3.6k 56.21

More positions owned by Strategic Financial Planning

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio Sm Etf (SPSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)

View all positions for Strategic Financial Planning

Top funds holding iShares Morningstar Small Core Idx

LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Rockefeller Capital Management
Brand Asset Management Group
Advisor Group Holdings

View all funds holding iShares Morningstar Small Core Idx