iShares Morningstar Small Growth shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $28k | 569 | 49.49 |
| 2024-09-30 | $28k | 567 | 48.95 |
| 2024-06-30 | $151k | 3.3k | 45.48 |
| 2024-03-31 | $155k | 3.3k | 46.57 |
| 2023-12-31 | $146k | 3.3k | 44.01 |
| 2023-09-30 | $129k | 3.3k | 38.76 |
| 2023-06-30 | $616k | 3.3k | 185.42 |
| 2023-03-31 | $616k | 3.3k | 185.43 |
| 2022-12-31 | $846k | 4.6k | 185.53 |
| 2022-09-30 | $1.1M | 5.7k | 185.35 |
| 2022-06-30 | $103k | 555 | 185.59 |
| 2022-03-31 | $817k | 4.4k | 185.39 |
| 2021-12-31 | $219k | 4.4k | 49.69 |
| 2021-09-30 | $217k | 4.4k | 49.27 |
| 2021-06-30 | $229k | 4.4k | 52.00 |
| 2021-03-31 | $221k | 734 | 301.09 |
| 2020-12-31 | $168k | 552 | 304.35 |
| 2020-09-30 | $131k | 552 | 237.32 |
| 2020-06-30 | $120k | 552 | 217.39 |
| 2020-03-31 | $92k | 552 | 166.67 |
| 2019-12-31 | $0 | 0 | 0.00 |
| 2019-09-30 | $0 | 0 | 0.00 |
| 2018-12-31 | $16k | 100 | 160.00 |
| 2018-09-30 | $53k | 247 | 214.57 |
| 2018-06-30 | $49k | 247 | 198.38 |
| 2018-03-31 | $5.0k | 27 | 185.19 |
| 2017-12-31 | $5.0k | 27 | 185.19 |
| 2017-09-30 | $5.0k | 27 | 185.19 |
| 2017-06-30 | $4.0k | 27 | 148.15 |
| 2017-03-31 | $4.0k | 27 | 148.15 |
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