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iShares Morningstar Small Core Idx shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7k 80 58.69
2024-06-30 $4.3k 80 53.88
2024-03-31 $4.5k 80 56.21
2023-12-31 $4.3k 80 53.60
2023-09-30 $3.8k 80 47.09
2023-06-30 $4.0k 80 49.73
2023-03-31 $3.7k 80 46.39

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View all positions for Sunbelt Securities

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
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
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx