Nelson, Van Denburg & Campbell Wealth Management »

iShares Morningstar Small Growth shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $840k 19k 44.00
2023-09-30 $945k 24k 38.76
2023-06-30 $1.4M 33k 41.41
2023-03-31 $1.5M 39k 38.98
2022-12-31 $1.6M 44k 36.04
2021-12-31 $19k 402 47.26

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth