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iShares Morningstar Small Growth shares owned by Capital & Planning

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 20 54.80

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View all positions for Capital & Planning

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
Bank of America Corporation
Systelligence
Morgan Stanley
Foundations Investment Advisors
Ameriprise Financial
Matrix Trust
Steele Capital Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth