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iShares Morningstar Small Growth shares owned by Aspire Wealth Management Corp

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Aspire Wealth Management Corp from 13F filings

Historical chart of Aspire Wealth Management Corp investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Aspire Wealth Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Aspire Wealth Management Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $284k 6.5k 44.00
2023-09-30 $249k 6.4k 38.76
2023-06-30 $266k 6.4k 41.41
2023-03-31 $248k 6.4k 38.98
2022-12-31 $339k 9.4k 36.04
2022-09-30 $507k 15k 34.63
2022-06-30 $505k 14k 35.30
2022-03-31 $617k 14k 44.19
2021-12-31 $692k 14k 49.61

More positions owned by Aspire Wealth Management Corp

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstar Grwt (ILCG)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)

View all positions for Aspire Wealth Management Corp

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth