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iShares Morningstar Small Growth shares owned by Swaine & Leidel Wealth Services

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Swaine & Leidel Wealth Services from 13F filings

Historical chart of Swaine & Leidel Wealth Services investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Swaine & Leidel Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Swaine & Leidel Wealth Services

Quarter filed Position value Share count Share price at filing
2022-03-31 $1.9M 1.9k 1000.00
2021-03-31 $1.9M 6.5k 300.46

More positions owned by Swaine & Leidel Wealth Services

Wisdomtree Tr Emg Mkts Smcap (DGS)
UnitedHealth (UNH)
UGI Corporation (UGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Abbvie (ABBV)
Texas Instruments Incorporated (TXN)
Lowe's Companies (LOW)
Johnson & Johnson (JNJ)
Ishares Msci Gbl Etf New (PICK)
Lockheed Martin Corporation (LMT)
Automatic Data Processing (ADP)
Qualcomm (QCOM)
Amgen (AMGN)
At&t (T)
Bristol Myers Squibb (BMY)

View all positions for Swaine & Leidel Wealth Services

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Colony
Morgan Stanley
LPL Financial
Gallagher Fiduciary Advisors
Atria Investments
H D Vest Advisory Services
Wells Fargo & Company
Ameriprise Financial
CWM
Steele Capital Management
Matrix Trust
Opes Wealth Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth