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iShares Morningstar Small Growth shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 38k 45.48
2024-03-31 $1.8M 38k 46.57
2023-09-30 $1.2M 32k 38.76
2023-06-30 $1.2M 30k 41.41
2023-03-31 $303k 7.8k 38.98
2022-12-31 $823k 23k 36.04

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Powershares Actively Managed S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Asset Allocation Strategies

Top funds holding iShares Morningstar Small Growth

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

View all funds holding iShares Morningstar Small Growth