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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
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)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Global 100 Etf (IOO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Ns 7handl Idx (HNDL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Asset Allocation Strategies

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth