iShares Morningstar Small Growth shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 329k | 44.00 |
| 2023-09-30 | $12M | 304k | 38.76 |
| 2023-06-30 | $12M | 288k | 41.41 |
| 2023-03-31 | $11M | 280k | 38.98 |
| 2022-12-31 | $9.3M | 257k | 36.04 |
| 2022-09-30 | $8.2M | 235k | 34.66 |
| 2022-06-30 | $8.1M | 231k | 35.32 |
| 2022-03-31 | $13M | 302k | 44.21 |
| 2021-12-31 | $16M | 327k | 49.64 |
| 2021-09-30 | $14M | 288k | 49.29 |
| 2021-06-30 | $14M | 274k | 51.88 |
| 2021-03-31 | $12M | 41k | 300.81 |
| 2020-12-31 | $8.3M | 27k | 303.80 |
| 2020-09-30 | $12M | 49k | 238.09 |
| 2020-06-30 | $3.9M | 18k | 221.03 |
| 2020-03-31 | $2.8M | 17k | 166.35 |
| 2019-12-31 | $2.9M | 14k | 211.78 |
| 2019-09-30 | $2.4M | 12k | 194.75 |
| 2019-06-30 | $2.2M | 11k | 203.66 |
| 2019-03-31 | $2.0M | 9.8k | 199.51 |
| 2018-12-31 | $1.3M | 7.6k | 166.25 |
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