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iShares Morningstar Small Growth shares owned by American Trust

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by American Trust from 13F filings

Historical chart of American Trust investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by American Trust

Quarter filed Position value Share count Share price at filing
2023-06-30 $306k 7.4k 41.41
2023-03-31 $283k 7.4k 38.30
2022-12-31 $241k 6.7k 36.04

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Jpmorgan Active Growth Etf Equities (JGRO)
Ishares Core Dividend Growth Equities (DGRO)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Small Cap Etf Equities (VB)
Vanguard Growth Etf Equities (VUG)
Vanguard Mid Cap Index Etf Equities (VO)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jpmorgan Municipal Etf Equities (JMUB)
Microsoft Equities (MSFT)
Apple Equities (AAPL)
Jp Morgan Chase Equities (JPM)

View all positions for American Trust

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Rockport Wealth
Gallagher Fiduciary Advisors
Atria Investments
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group
Wells Fargo & Company
Opes Wealth Management

View all funds holding iShares Morningstar Small Growth