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iShares Morningstar Small Growth shares owned by Cetera Investment Advisers

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

Historical chart of Cetera Investment Advisers investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 397k 54.31
2025-06-30 $2.1M 42k 49.76
2025-03-31 $1.4M 32k 45.05
2024-12-31 $1.5M 31k 49.46
2024-09-30 $1.4M 28k 48.96
2024-06-30 $1.1M 24k 45.48
2024-03-31 $1.5M 31k 46.57

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

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