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iShares Morningstar Small Growth shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $105k 1.6k 65.54
2023-12-31 $271k 6.3k 43.00
2023-09-30 $253k 6.5k 38.76

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Broadcom (AVGO)
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Spdr Series Trust St Str P500etf (SPYM)
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Spdr Series Trust St Str P500val (SPYV)
Meta Platforms Cl A (META)

View all positions for AE Wealth Management

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Ameriprise Financial
Atria Investments
Bank of America Corporation
Foundations Investment Advisors
Morgan Stanley
Black Diamond Financial
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth