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iShares Morningstar Small Growth shares owned by Asset Dedication

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $32k 695 46.04
2023-12-31 $31k 695 44.60
2023-09-30 $27k 695 38.85
2023-06-30 $29k 695 41.73
2023-03-31 $27k 695 38.85
2022-12-31 $25k 695 35.97
2022-09-30 $24k 695 34.53
2022-03-31 $31k 695 44.60
2021-12-31 $34k 695 48.92
2021-09-30 $34k 695 48.92
2021-06-30 $36k 695 51.80
2020-12-31 $42k 139 302.16
2020-09-30 $33k 139 237.41

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

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