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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Lindblad Expeditions Hldgs I (LIND)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Black Diamond Financial

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