iShares Morningstar Small Growth shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 35k | 49.46 |
| 2024-09-30 | $1.4M | 29k | 48.96 |
| 2024-06-30 | $1.1M | 25k | 45.48 |
| 2024-03-31 | $946k | 20k | 46.57 |
| 2023-12-31 | $682k | 16k | 43.42 |
| 2023-09-30 | $380k | 9.8k | 38.76 |
| 2023-06-30 | $317k | 7.6k | 41.41 |
| 2023-03-31 | $249k | 6.4k | 38.98 |
| 2022-12-31 | $364k | 10k | 36.04 |
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