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iShares Morningstar Small Core Idx shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors 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 Trifecta Capital Advisors 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $75k 1.3k 58.69
2024-06-30 $69k 1.3k 53.87
2024-03-31 $72k 1.3k 56.21

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

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