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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Certified Advisory Corp consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Certified Advisory Corp

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

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
Raymond James Financial Services Advisors
Black Diamond Financial
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Growth