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iShares Morningstar Small Growth shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 3.4k 65.54
2021-06-30 $200k 3.9k 51.93
2019-06-30 $206k 1.0k 203.96

More positions owned by Connecticut Wealth Management

Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Connecticut Wealth Management

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Ameriprise Financial
Atria Investments
Bank of America Corporation
Foundations Investment Advisors
Morgan Stanley
Black Diamond Financial
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth