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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
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)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding iShares Morningstar Small Growth

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

View all funds holding iShares Morningstar Small Growth