iShares Morningstar Small Growth shares owned by Basepoint Wealth
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Basepoint Wealth
from 13F filings
Historical chart of Basepoint Wealth investment in iShares Morningstar Small Growth
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Growth held by Basepoint Wealth 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 Basepoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 8.4k | 54.31 |
| 2025-06-30 | $415k | 8.3k | 49.76 |
| 2025-03-31 | $376k | 8.3k | 45.05 |
| 2024-12-31 | $412k | 8.3k | 49.46 |
| 2024-09-30 | $407k | 8.3k | 48.96 |
| 2024-06-30 | $378k | 8.3k | 45.48 |
| 2024-03-31 | $387k | 8.3k | 46.57 |
| 2023-12-31 | $366k | 8.3k | 44.00 |
| 2023-09-30 | $322k | 8.3k | 38.76 |
| 2023-06-30 | $344k | 8.3k | 41.41 |
| 2023-03-31 | $324k | 8.3k | 38.98 |
| 2022-12-31 | $300k | 8.3k | 36.04 |
| 2022-09-30 | $288k | 8.3k | 34.66 |
| 2022-06-30 | $294k | 8.3k | 35.32 |
| 2022-03-31 | $367k | 8.3k | 44.19 |
| 2021-12-31 | $413k | 8.3k | 49.64 |
Top funds holding iShares Morningstar Small Growth
View all funds holding iShares Morningstar Small Growth