iShares Morningstar Small Growth shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $52k | 930 | 55.46 |
| 2025-06-30 | $99k | 2.0k | 49.76 |
| 2021-09-30 | $0 | 6 | 0.00 |
| 2021-06-30 | $0 | 6 | 0.00 |
| 2018-09-30 | $6.0k | 26 | 230.77 |
| 2018-06-30 | $7.0k | 37 | 189.19 |
| 2018-03-31 | $4.0k | 26 | 153.85 |
| 2017-12-31 | $27k | 151 | 178.81 |
| 2017-09-30 | $25k | 151 | 165.56 |
| 2017-06-30 | $38k | 245 | 155.10 |
| 2017-03-31 | $37k | 245 | 151.02 |
| 2016-12-31 | $47k | 325 | 144.62 |
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