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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vaneck Etf Trust Oil Services Etf (OIH)

View all positions for Shelton 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