iShares Morningstar Small Growth shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $608k | 13k | 45.48 |
| 2024-03-31 | $622k | 13k | 46.57 |
| 2023-12-31 | $587k | 13k | 44.00 |
| 2023-09-30 | $515k | 13k | 38.76 |
| 2023-06-30 | $550k | 13k | 41.41 |
| 2023-03-31 | $517k | 13k | 38.99 |
| 2022-12-31 | $476k | 13k | 35.94 |
| 2022-09-30 | $458k | 13k | 34.67 |
| 2022-06-30 | $465k | 13k | 35.29 |
| 2022-03-31 | $582k | 13k | 44.23 |
| 2021-12-31 | $654k | 13k | 49.74 |
| 2021-09-30 | $647k | 13k | 49.31 |
| 2021-06-30 | $679k | 13k | 51.84 |
| 2021-03-31 | $656k | 2.2k | 300.92 |
| 2020-12-31 | $662k | 2.2k | 303.67 |
| 2020-09-30 | $519k | 2.2k | 238.07 |
| 2020-06-30 | $482k | 2.2k | 221.10 |
| 2020-03-31 | $455k | 2.7k | 166.00 |
| 2019-12-31 | $581k | 2.7k | 211.97 |
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