BEAM WEALTH ADVISORS, INC.
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1803426
COVINGTON, LA
All Filings in ISCG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $5,713,667 | 104,264 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 ISCG | $4,315,453 | 77,812 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 ISCG | $3,836,784 | 70,646 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 ISCG | $2,963,158 | 59,549 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 ISCG | $1,644,325 | 36,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 ISCG | $1,482,711 | 29,978 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 ISCG | $1,429,338 | 29,194 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 ISCG | $1,287,356 | 28,306 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 ISCG | $1,233,546 | 26,488 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 ISCG | $1,162,832 | 26,428 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 ISCG | $947,953 | 24,457 | Shares | Sole | 2023-10-26 | |
| 2022-06-30 ISCG | $200,229 | 5,669 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 ISCG | $591,748 | 13,391 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 ISCG | $626,556 | 12,622 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 ISCG | $585,512 | 11,891 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 ISCG | $625,243 | 12,068 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 ISCG | $145,212 | 2,900 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 ISCG | $146,590 | 2,898 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 ISCG | $135,177 | 3,414 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 ISCG | $129,395 | 3,513 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 ISCG | $83,004 | 2,996 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||