iShares Morningstar Small Growth shares owned by Western Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in iShares Morningstar Small Growth
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All positions including iShares Morningstar Small Growth held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Small Growth by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $76k | 1.4k | 54.80 |
| 2022-09-30 | $382k | 11k | 34.67 |
| 2022-06-30 | $336k | 9.5k | 35.31 |
| 2022-03-31 | $698k | 16k | 44.13 |
| 2021-12-31 | $388k | 7.8k | 49.79 |
| 2021-06-30 | $513k | 9.9k | 51.67 |
| 2021-03-31 | $567k | 1.9k | 300.64 |
| 2020-12-31 | $475k | 1.6k | 303.32 |
| 2020-09-30 | $358k | 1.5k | 237.87 |
| 2020-06-30 | $223k | 1.0k | 221.45 |
| 2019-03-31 | $468k | 2.3k | 199.57 |
| 2018-12-31 | $315k | 1.9k | 166.67 |
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