iShares Morningstar Small Growth shares owned by BEAM Asset Management
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by BEAM Asset Management
from 13F filings
Historical chart of BEAM Asset Management investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by BEAM Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 71k | 54.31 |
| 2025-06-30 | $3.0M | 60k | 49.76 |
| 2025-03-31 | $1.6M | 37k | 45.05 |
| 2024-12-31 | $1.5M | 30k | 49.46 |
| 2024-09-30 | $1.4M | 29k | 48.96 |
| 2024-06-30 | $1.3M | 28k | 45.48 |
| 2024-03-31 | $1.2M | 27k | 46.57 |
| 2023-12-31 | $1.2M | 26k | 44.00 |
| 2023-09-30 | $948k | 25k | 38.76 |
| 2022-06-30 | $200k | 5.7k | 35.28 |
| 2022-03-31 | $592k | 13k | 44.21 |
| 2021-12-31 | $627k | 13k | 49.68 |
| 2021-09-30 | $586k | 12k | 49.28 |
| 2021-06-30 | $625k | 12k | 51.79 |
| 2021-03-31 | $871k | 2.9k | 300.34 |
| 2020-12-31 | $879k | 2.9k | 303.31 |
| 2020-09-30 | $811k | 3.4k | 237.55 |
| 2020-06-30 | $789k | 3.5k | 224.59 |
| 2020-03-31 | $498k | 3.0k | 166.22 |
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