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iShares Morningstar Small Core Idx shares owned by Surevest

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Surevest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.1M 25k 42.71
2022-06-30 $1.0M 23k 44.25
2022-03-31 $1.2M 23k 53.52
2021-12-31 $72k 1.3k 57.05

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Susquehanna International
H D Vest Advisory Services
Mittelman Wealth Management
Goldman Sachs Group
Gladstone Institutional Advisory
Adams Wealth Management
Goldstein Advisors
Ameriprise Financial
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Core Idx