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iShares Morningstar Small Growth shares owned by Copia Wealth Management

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4k 25 54.32
2025-06-30 $1.2k 25 49.76
2025-03-31 $1.1k 25 45.04
2024-12-31 $1.2k 25 49.48

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Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
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Simplify Health Care Etf Etf (PINK)
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View all positions for Copia Wealth Management

Top funds holding iShares Morningstar Small Growth

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