iShares Morningstar Small Growth shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5k | 112 | 48.94 |
| 2024-03-31 | $65k | 1.4k | 46.56 |
| 2023-09-30 | $58k | 1.5k | 38.75 |
| 2023-06-30 | $56k | 1.3k | 41.42 |
| 2023-03-31 | $46k | 1.2k | 38.97 |
| 2022-12-31 | $35k | 983 | 36.04 |
| 2022-06-30 | $22k | 612 | 35.95 |
| 2022-03-31 | $17k | 385 | 44.16 |
| 2021-12-31 | $43k | 861 | 49.94 |
| 2021-09-30 | $42k | 847 | 49.59 |
| 2021-06-30 | $43k | 836 | 51.44 |
| 2021-03-31 | $40k | 133 | 300.75 |
| 2020-12-31 | $13k | 43 | 302.33 |
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