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
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Quarterly reported holdings in iShares Morningstar Small Growth by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 242k | 54.31 |
| 2025-06-30 | $13M | 265k | 49.76 |
| 2025-03-31 | $13M | 293k | 45.05 |
| 2024-12-31 | $8.1M | 163k | 49.46 |
| 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 | $107k | 355 | 301.41 |
| 2020-12-31 | $103k | 338 | 304.73 |
| 2020-09-30 | $98k | 412 | 237.86 |
| 2020-06-30 | $91k | 412 | 220.87 |
| 2020-03-31 | $78k | 472 | 165.25 |
| 2019-12-31 | $1.2M | 24k | 51.79 |
| 2019-09-30 | $82k | 422 | 194.31 |
| 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 |
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