iShares Morningstar Small Growth shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner 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 Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Small Growth by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 63k | 54.31 |
| 2025-06-30 | $3.3M | 66k | 49.76 |
| 2025-03-31 | $2.5M | 56k | 45.05 |
| 2024-12-31 | $3.0M | 60k | 49.46 |
| 2024-09-30 | $2.9M | 60k | 48.96 |
| 2024-06-30 | $2.7M | 58k | 45.48 |
| 2024-03-31 | $2.7M | 58k | 46.57 |
| 2023-12-31 | $2.3M | 52k | 44.00 |
| 2023-09-30 | $1.5M | 40k | 38.76 |
| 2023-06-30 | $1.4M | 34k | 41.41 |
| 2023-03-31 | $1.3M | 33k | 38.99 |
| 2022-12-31 | $1.1M | 31k | 36.05 |
| 2022-09-30 | $888k | 26k | 34.67 |
| 2022-06-30 | $382k | 11k | 35.31 |
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