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iShares Morningstar Small Growth shares owned by Colony

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

Historical chart of Colony investment in iShares Morningstar Small Growth

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Colony

Quarter filed Position value Share count Share price at filing
2024-06-30 $19M 424k 45.48
2024-03-31 $17M 364k 46.57
2023-12-31 $12M 276k 44.00

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View all positions for Colony

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Colony
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
H D Vest Advisory Services
LPL Financial
Atria Investments
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth