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iShares Morningstar Small Growth shares owned by Harbour Investments

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

Historical chart of Harbour Investments investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Harbour Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $107k 2.4k 43.99
2023-09-30 $94k 2.4k 38.76
2023-06-30 $100k 2.4k 41.41
2023-03-31 $93k 2.4k 38.99
2022-12-31 $64k 1.8k 36.04
2022-09-30 $92k 2.6k 35.38
2022-06-30 $92k 2.6k 35.38
2021-12-31 $80k 1.6k 49.41
2021-09-30 $510k 10k 49.28
2021-06-30 $662k 13k 51.81
2021-03-31 $1.5M 5.0k 300.38

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Procter & Gamble Company (PG)

View all positions for Harbour Investments

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth