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iShares Morningstar Small Growth shares owned by CWM

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by CWM from 13F filings

Historical chart of CWM investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 166k 48.96
2024-06-30 $7.2M 158k 45.48
2024-03-31 $6.9M 149k 46.57
2023-12-31 $6.3M 142k 44.00
2023-09-30 $5.4M 139k 38.76
2023-06-30 $6.0M 146k 41.41
2023-03-31 $5.4M 139k 38.98
2022-12-31 $4.3M 120k 36.04
2022-09-30 $2.8M 81k 34.67
2022-06-30 $2.1M 60k 35.32
2022-03-31 $7.2M 164k 44.19
2021-12-31 $5.3M 107k 49.64
2021-06-30 $1.2M 24k 51.79
2021-03-31 $1.2M 24k 51.79
2020-12-31 $1.2M 24k 51.79
2020-09-30 $1.2M 24k 51.79
2020-06-30 $1.2M 24k 51.79
2020-03-31 $1.2M 24k 51.79
2019-12-31 $1.2M 24k 51.79
2019-09-30 $1.2M 24k 51.79
2019-06-30 $86k 422 203.79
2019-03-31 $84k 422 199.05
2018-12-31 $71k 429 165.50
2018-09-30 $100k 471 212.31
2018-06-30 $94k 471 199.58
2018-03-31 $87k 471 184.71
2017-12-31 $81k 453 178.81
2017-09-30 $40k 233 171.67