iShares Morningstar Small Growth shares owned by Black Diamond Financial
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Black Diamond Financial
from 13F filings
Historical chart of Black Diamond Financial investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Black Diamond Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 190k | 54.31 |
| 2025-06-30 | $5.3M | 107k | 49.76 |
| 2025-03-31 | $6.5M | 143k | 45.05 |
| 2024-12-31 | $7.4M | 150k | 49.46 |
| 2024-09-30 | $7.0M | 143k | 49.04 |
| 2024-06-30 | $4.6M | 102k | 45.48 |
| 2024-03-31 | $3.7M | 85k | 44.00 |
| 2023-12-31 | $3.7M | 85k | 44.00 |
| 2023-09-30 | $3.2M | 82k | 38.76 |
| 2023-06-30 | $3.3M | 80k | 41.41 |
| 2023-03-31 | $2.8M | 72k | 38.98 |
| 2022-12-31 | $2.3M | 64k | 36.04 |
| 2022-09-30 | $1.8M | 52k | 35.10 |
| 2022-06-30 | $1.1M | 30k | 35.84 |
| 2022-03-31 | $855k | 19k | 44.22 |
| 2021-12-31 | $542k | 11k | 49.64 |
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