iShares Morningstar Small Growth shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $513k | 9.4k | 54.31 |
| 2025-06-30 | $654k | 13k | 49.76 |
| 2024-12-31 | $1.0M | 21k | 50.66 |
| 2024-09-30 | $1.3M | 27k | 48.96 |
| 2024-06-30 | $1.7M | 38k | 45.48 |
| 2024-03-31 | $1.8M | 38k | 46.57 |
| 2023-09-30 | $1.2M | 32k | 38.76 |
| 2023-06-30 | $1.2M | 30k | 41.41 |
| 2023-03-31 | $303k | 7.8k | 38.98 |
| 2022-12-31 | $823k | 23k | 36.04 |
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