iShares Morningstar Small Growth shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Morningstar Small Growth
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Growth held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Small Growth by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $600k | 14k | 44.00 |
2023-09-30 | $522k | 14k | 38.76 |
2023-06-30 | $558k | 14k | 41.41 |
2023-03-31 | $525k | 14k | 38.98 |
2022-12-31 | $486k | 14k | 36.04 |
2022-09-30 | $505k | 15k | 34.63 |
2022-06-30 | $519k | 15k | 35.33 |
2022-03-31 | $622k | 14k | 44.14 |
2021-12-31 | $672k | 14k | 49.63 |
2021-09-30 | $667k | 14k | 49.26 |
2021-06-30 | $702k | 14k | 51.84 |
2021-03-31 | $679k | 2.3k | 300.58 |
2020-12-31 | $787k | 2.6k | 303.63 |
2020-09-30 | $472k | 2.0k | 237.66 |
2020-06-30 | $439k | 2.0k | 221.05 |
2020-03-31 | $330k | 2.0k | 166.16 |
2019-12-31 | $358k | 1.7k | 211.71 |
2019-09-30 | $329k | 1.7k | 194.56 |
2019-06-30 | $344k | 1.7k | 203.43 |
2019-03-31 | $208k | 1.0k | 199.81 |
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