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iShares Morningstar Small Growth shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in iShares Morningstar Small Growth

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 4.9k 54.31
2025-06-30 $239k 4.8k 49.76
2025-03-31 $217k 4.8k 45.05
2024-12-31 $238k 4.8k 49.46

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
World Gold Tr Spdr Gld Minis (GLDM)
Broadcom (AVGO)

View all positions for Benjamin Edwards

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