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iShares Morningstar Small Growth shares owned by Atria Investments

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

Historical chart of Atria Investments investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 298k 54.31
2025-06-30 $15M 296k 49.76
2025-03-31 $13M 283k 45.05
2024-12-31 $14M 280k 49.46
2024-09-30 $16M 318k 48.96
2024-06-30 $14M 311k 45.48
2024-03-31 $15M 330k 46.57
2023-12-31 $14M 327k 44.00
2020-12-31 $1.8M 6.0k 303.50
2020-09-30 $1.2M 5.2k 237.58

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
H D Vest Advisory Services
Rockport Wealth
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group

View all funds holding iShares Morningstar Small Growth