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iShares Morningstar Small Growth shares owned by BlueChip Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by BlueChip Wealth Advisors from 13F filings

Historical chart of BlueChip Wealth Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 4.3k 52.88

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p500 Etf (IVV)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Dividend Growe Shs Etf (CGDG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for BlueChip Wealth Advisors

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group
Raymond James Financial
Wells Fargo & Company

View all funds holding iShares Morningstar Small Growth