Budros, Ruhlin & Roe »

iShares Morningstar Small Growth shares owned by Budros, Ruhlin & Roe

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Budros, Ruhlin & Roe from 13F filings

Historical chart of Budros, Ruhlin & Roe investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Budros, Ruhlin & Roe consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Budros, Ruhlin & Roe

Quarter filed Position value Share count Share price at filing
2022-09-30 $413k 12k 34.68
2022-06-30 $558k 16k 35.32
2022-03-31 $526k 12k 44.16
2021-12-31 $591k 12k 49.62
2021-09-30 $586k 12k 49.20
2021-06-30 $617k 12k 51.81
2021-03-31 $596k 2.0k 300.25
2020-12-31 $602k 2.0k 303.27
2020-09-30 $472k 2.0k 237.78
2020-06-30 $439k 2.0k 221.16
2020-03-31 $330k 2.0k 166.25
2019-12-31 $421k 2.0k 212.09
2019-09-30 $386k 2.0k 194.46
2019-06-30 $404k 2.0k 203.53
2019-03-31 $396k 2.0k 199.50
2018-12-31 $330k 2.0k 166.25
2018-09-30 $422k 2.0k 212.59
2018-06-30 $422k 2.1k 198.59
2018-03-31 $394k 2.1k 185.41
2017-12-31 $381k 2.1k 179.29
2017-09-30 $360k 2.1k 169.41
2017-06-30 $342k 2.1k 160.94
2017-03-31 $325k 2.1k 152.94
2016-12-31 $308k 2.1k 144.94
2016-09-30 $306k 2.1k 144.00
2016-06-30 $285k 2.1k 134.12
2016-03-31 $273k 2.1k 128.47
2015-12-31 $286k 2.1k 134.59
2015-09-30 $273k 2.1k 128.47
2015-06-30 $308k 2.1k 144.94
2015-03-31 $306k 2.1k 144.00
2014-12-31 $287k 2.1k 135.06
2014-09-30 $268k 2.1k 126.12
2014-06-30 $285k 2.1k 134.12
2014-03-31 $278k 2.1k 130.82
2013-12-31 $282k 2.1k 132.71
2013-09-30 $262k 2.1k 123.29
2013-06-30 $231k 2.1k 108.71
2013-03-31 $222k 2.1k 104.47
2012-09-30 $202k 2.1k 95.06

More positions owned by Budros, Ruhlin & Roe

Berkshire Hathaway Cl B Cl B New (BRK.B)
Schwab Fundamental Intl Lg Co ETF Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Cl A (BRK.A)
iShares MSCI Intl Quality Factor ETF Msci Intl Qualty (IQLT)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Ishares Tr Intl Eqty Factor (INTF)
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)
Advanced Drain Sys Inc Del (WMS)
Invesco FTSE RAFI Dev Mkts ex-US ETF Ftse Rafi Dev (PXF)
Apple (AAPL)
Harbor Long Term Growers Long Term Grower (WINN)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
Elements Rogers Intl Commodity ETN Rog Ttl Etn 22
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Budros, Ruhlin & Roe

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