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iShares Morningstar Small Growth shares owned by Commonwealth Equity Services

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

Historical chart of Commonwealth Equity Services investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 84k 54.31
2025-06-30 $4.2M 84k 49.76
2025-03-31 $3.8M 84k 45.05
2024-12-31 $3.9M 78k 49.47
2024-09-30 $3.8M 77k 48.96
2024-06-30 $3.5M 76k 45.48
2024-03-31 $3.7M 80k 46.57
2023-12-31 $3.6M 82k 44.00
2023-09-30 $2.7M 71k 38.76
2023-06-30 $2.9M 69k 41.41
2023-03-31 $2.8M 72k 38.98
2022-12-31 $2.5M 70k 36.04
2022-09-30 $2.5M 71k 34.66
2022-06-30 $2.8M 78k 35.31
2022-03-31 $2.6M 59k 44.19
2021-12-31 $2.8M 57k 49.64
2021-09-30 $2.8M 56k 49.23
2021-06-30 $2.5M 49k 51.79
2021-03-31 $2.0M 6.6k 300.33
2020-12-31 $2.4M 7.8k 303.49
2020-09-30 $1.1M 4.8k 237.44
2020-06-30 $943k 4.3k 220.84
2020-03-31 $659k 4.0k 166.25
2019-12-31 $477k 2.3k 211.72
2019-09-30 $279k 1.4k 194.56
2019-06-30 $302k 1.5k 203.37
2019-03-31 $362k 1.8k 199.23
2018-12-31 $301k 1.8k 166.21
2018-09-30 $364k 1.7k 212.37
2018-06-30 $286k 1.4k 198.89
2018-03-31 $252k 1.4k 185.02
2017-12-31 $255k 1.4k 179.32

More positions owned by Commonwealth Equity Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

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