iShares Morningstar Small Growth shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares Morningstar Small Growth
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Growth held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Growth by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $12k | 311 | 38.76 |
| 2023-06-30 | $13k | 311 | 41.41 |
| 2023-03-31 | $12k | 310 | 39.02 |
| 2022-12-31 | $11k | 310 | 36.04 |
| 2022-09-30 | $25k | 708 | 35.31 |
| 2022-06-30 | $32k | 895 | 35.75 |
| 2022-03-31 | $22k | 494 | 44.53 |
| 2021-12-31 | $25k | 494 | 50.61 |
| 2021-09-30 | $314k | 6.4k | 49.32 |
| 2021-06-30 | $387k | 7.5k | 51.86 |
| 2021-03-31 | $485k | 1.6k | 300.50 |
| 2020-12-31 | $405k | 1.3k | 302.92 |
| 2020-09-30 | $10k | 45 | 222.22 |
Top funds holding iShares Morningstar Small Growth
View all funds holding iShares Morningstar Small Growth