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iShares Morningstar Small Growth shares owned by Caprock

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

Historical chart of Caprock investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Caprock

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 5.4k 55.46
2025-09-30 $304k 5.7k 52.97
2025-03-31 $259k 5.7k 45.05

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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