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
Download as csv Download as ExcelQuarterly 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 |
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