iShares Morningstar Small Growth shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24k | 450 | 54.31 |
| 2025-06-30 | $22k | 450 | 49.76 |
| 2025-03-31 | $20k | 450 | 45.05 |
| 2024-12-31 | $22k | 450 | 49.46 |
| 2024-06-30 | $239k | 5.3k | 45.48 |
| 2024-03-31 | $245k | 5.3k | 46.57 |
| 2023-12-31 | $211k | 4.8k | 44.00 |
| 2022-03-31 | $212k | 4.8k | 44.17 |
| 2021-12-31 | $238k | 4.8k | 49.58 |
| 2021-09-30 | $236k | 4.8k | 49.17 |
| 2021-06-30 | $249k | 4.8k | 51.88 |
| 2021-03-31 | $240k | 800 | 300.00 |
| 2020-12-31 | $243k | 800 | 303.75 |
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