Phoenix Wealth Advisors
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1842362
CHAPEL HILL, NC
All Filings in ISCG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $1,091,177 | 19,912 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 ISCG | $1,098,551 | 19,808 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 ISCG | $1,070,667 | 19,714 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 ISCG | $1,005,649 | 20,210 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 ISCG | $1,187,833 | 26,367 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 ISCG | $1,742,772 | 35,236 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 ISCG | $1,430,219 | 29,212 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 ISCG | $1,145,277 | 25,182 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 ISCG | $945,790 | 20,309 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 ISCG | $691,108 | 15,707 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 ISCG | $379,615 | 9,794 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 ISCG | $316,703 | 7,648 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 ISCG | $249,355 | 6,397 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 ISCG | $363,571 | 10,088 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||