iShares Morningstar Small Growth shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 69k | 48.96 |
| 2024-06-30 | $3.0M | 67k | 45.48 |
| 2024-03-31 | $3.0M | 64k | 46.57 |
| 2023-12-31 | $2.7M | 62k | 44.00 |
| 2023-09-30 | $2.9M | 74k | 38.76 |
| 2023-06-30 | $3.0M | 72k | 41.41 |
| 2023-03-31 | $2.5M | 64k | 38.98 |
| 2022-12-31 | $2.2M | 61k | 36.04 |
| 2022-09-30 | $1.5M | 43k | 34.67 |
| 2022-06-30 | $1.3M | 37k | 35.32 |
| 2022-03-31 | $1.2M | 27k | 44.18 |
| 2021-12-31 | $1.1M | 22k | 49.65 |
| 2021-09-30 | $779k | 16k | 49.26 |
| 2021-06-30 | $460k | 8.9k | 51.85 |
| 2021-03-31 | $115k | 382 | 301.05 |
| 2020-06-30 | $157k | 710 | 221.13 |
| 2018-09-30 | $18k | 86 | 209.30 |
| 2018-06-30 | $17k | 86 | 197.67 |
| 2018-03-31 | $15k | 86 | 174.42 |
| 2017-12-31 | $15k | 86 | 174.42 |
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