iShares Morningstar Small Growth shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $435k | 8.0k | 54.31 |
| 2025-06-30 | $367k | 7.4k | 49.76 |
| 2025-03-31 | $322k | 7.1k | 45.05 |
| 2024-12-31 | $388k | 7.8k | 49.46 |
| 2024-09-30 | $383k | 7.8k | 48.96 |
| 2024-06-30 | $356k | 7.8k | 45.48 |
| 2024-03-31 | $362k | 7.8k | 46.57 |
| 2023-12-31 | $341k | 7.7k | 44.00 |
| 2023-09-30 | $284k | 7.3k | 38.76 |
| 2023-06-30 | $303k | 7.3k | 41.41 |
| 2023-03-31 | $263k | 6.8k | 38.98 |
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