iShares Morningstar Small Growth shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $209k | 4.7k | 44.00 |
| 2023-09-30 | $206k | 5.3k | 38.76 |
| 2023-06-30 | $220k | 5.3k | 41.41 |
| 2023-03-31 | $219k | 5.6k | 38.98 |
| 2022-12-31 | $220k | 6.1k | 36.04 |
| 2022-09-30 | $240k | 6.9k | 34.65 |
| 2022-06-30 | $400k | 11k | 35.29 |
| 2022-03-31 | $508k | 12k | 44.17 |
| 2021-12-31 | $576k | 12k | 49.60 |
| 2021-09-30 | $570k | 12k | 49.20 |
| 2021-06-30 | $698k | 14k | 51.80 |
| 2021-03-31 | $599k | 2.0k | 300.40 |
| 2020-12-31 | $332k | 1.1k | 303.20 |
| 2020-09-30 | $25k | 95 | 260.69 |
| 2020-06-30 | $21k | 95 | 223.29 |
| 2020-03-31 | $16k | 95 | 166.71 |
| 2019-12-31 | $21k | 95 | 224.08 |
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