iShares Morningstar Small Growth shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in iShares Morningstar Small Growth
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Growth held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Small Growth by Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $78k | 1.4k | 55.46 |
| 2025-06-30 | $1.4M | 70k | 20.10 |
| 2025-03-31 | $64k | 1.4k | 45.05 |
| 2024-12-31 | $70k | 1.4k | 49.46 |
| 2024-09-30 | $69k | 1.4k | 48.96 |
| 2024-06-30 | $64k | 1.4k | 45.48 |
| 2024-03-31 | $66k | 1.4k | 46.57 |
| 2023-09-30 | $55k | 1.4k | 38.76 |
| 2023-06-30 | $58k | 1.4k | 41.41 |
| 2023-03-31 | $55k | 1.4k | 38.98 |
| 2022-12-31 | $51k | 1.4k | 36.04 |
| 2022-09-30 | $49k | 1.4k | 34.75 |
| 2022-06-30 | $50k | 1.4k | 35.46 |
| 2022-03-31 | $62k | 1.4k | 43.97 |
| 2021-12-31 | $70k | 1.4k | 49.65 |
| 2021-09-30 | $69k | 1.4k | 48.94 |
| 2021-06-30 | $73k | 1.4k | 51.77 |
| 2021-03-31 | $71k | 235 | 302.13 |
| 2020-12-31 | $71k | 235 | 302.13 |
| 2020-09-30 | $56k | 235 | 238.30 |
| 2020-06-30 | $52k | 235 | 221.28 |
| 2020-03-31 | $39k | 235 | 165.96 |
| 2019-12-31 | $50k | 235 | 212.77 |
| 2019-09-30 | $46k | 235 | 195.74 |
| 2019-06-30 | $48k | 235 | 204.26 |
| 2019-03-31 | $47k | 235 | 200.00 |
| 2018-12-31 | $39k | 235 | 165.96 |
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