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iShares Morningstar Small Growth shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $672k 12k 54.31
2025-06-30 $612k 12k 49.76
2025-03-31 $554k 12k 45.05
2024-12-31 $615k 12k 49.46
2024-09-30 $1.0M 21k 48.96
2024-06-30 $1.3M 29k 45.34
2024-03-31 $1.3M 29k 46.57
2023-12-31 $1.3M 29k 44.00
2023-09-30 $647k 17k 38.76
2023-06-30 $702k 17k 41.41
2023-03-31 $665k 17k 38.98
2022-12-31 $5.9M 18k 330.86

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View all positions for CI Private Wealth

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