iShares Morningstar Small Growth shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $815k | 19k | 44.00 |
| 2023-09-30 | $634k | 16k | 38.76 |
| 2023-06-30 | $678k | 16k | 41.41 |
| 2023-03-31 | $663k | 17k | 38.98 |
| 2022-03-31 | $551k | 11k | 49.67 |
| 2021-12-31 | $551k | 11k | 49.67 |
| 2021-09-30 | $2.6M | 54k | 49.23 |
| 2021-06-30 | $2.8M | 53k | 51.82 |
| 2021-03-31 | $8.0M | 27k | 300.45 |
| 2020-12-31 | $13M | 43k | 303.50 |
| 2020-06-30 | $152k | 689 | 220.61 |
| 2018-09-30 | $264k | 1.2k | 212.90 |
| 2018-03-31 | $235k | 1.3k | 185.77 |
| 2017-09-30 | $226k | 1.3k | 172.39 |
| 2017-06-30 | $210k | 1.3k | 160.18 |
| 2017-03-31 | $200k | 1.3k | 151.86 |
| 2014-09-30 | $107k | 847 | 126.33 |
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