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iShares Morningstar Small Core Idx shares owned by Legacy Wealth Partners

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

Historical chart of Legacy Wealth Partners 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 Legacy Wealth Partners 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 Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $562k 8.6k 65.09

More positions owned by Legacy Wealth Partners

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core 60/40 Balan (AOR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Legacy Wealth Partners

Top funds holding iShares Morningstar Small Core Idx

Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Citadel Advisors
Raymond James Financial
Commonwealth Equity Services
Rockefeller Capital Management
Mercer Global Advisors
Rsm Us Wealth Management
HighTower Advisors
Brand Asset Management Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Morningstar Small Core Idx