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iShares Morningstar Small Growth shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $761k 17k 44.00
2023-09-30 $1.0M 26k 38.76
2023-06-30 $1.1M 26k 41.41
2023-03-31 $1.1M 28k 38.99
2022-12-31 $1.0M 28k 36.05
2022-09-30 $971k 28k 34.66
2022-06-30 $1.2M 34k 35.33
2020-12-31 $2.1M 7.0k 303.56