iShares Morningstar Small Growth shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton Wealth Management investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 26k | 48.96 |
| 2024-06-30 | $1.3M | 29k | 45.48 |
| 2024-03-31 | $1.5M | 33k | 46.57 |
| 2023-09-30 | $2.0M | 51k | 38.76 |
| 2023-06-30 | $2.1M | 51k | 41.41 |
| 2023-03-31 | $2.0M | 51k | 38.98 |
| 2022-12-31 | $1.7M | 48k | 36.04 |
| 2022-09-30 | $2.6M | 74k | 34.67 |
| 2022-06-30 | $2.6M | 74k | 35.32 |
| 2022-03-31 | $2.5M | 57k | 44.18 |
| 2021-12-31 | $2.6M | 52k | 49.65 |
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