iShares Morningstar Small Growth shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $233k | 5.0k | 46.57 |
| 2023-12-31 | $220k | 5.0k | 44.00 |
| 2023-06-30 | $211k | 5.1k | 41.41 |
| 2022-06-30 | $227k | 6.4k | 35.29 |
| 2022-03-31 | $284k | 6.4k | 44.15 |
| 2021-12-31 | $372k | 7.5k | 49.58 |
| 2021-09-30 | $369k | 7.5k | 49.18 |
| 2021-06-30 | $410k | 7.9k | 51.85 |
| 2021-03-31 | $396k | 1.3k | 300.46 |
| 2020-12-31 | $490k | 1.6k | 303.78 |
| 2020-09-30 | $386k | 1.6k | 237.83 |
| 2020-06-30 | $417k | 1.9k | 220.75 |
| 2020-03-31 | $320k | 1.9k | 166.32 |
| 2019-12-31 | $436k | 2.1k | 211.75 |
| 2019-09-30 | $411k | 2.1k | 194.88 |
| 2019-06-30 | $427k | 2.0k | 208.39 |
| 2019-03-31 | $435k | 2.2k | 199.54 |
| 2018-12-31 | $372k | 2.2k | 166.52 |
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