Edge Financial Advisors »

iShares Morningstar Small Growth shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 4.5k 55.46
2025-09-30 $263k 4.8k 54.31

More positions owned by Edge Financial Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Edge Financial Advisors

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group
Raymond James Financial
Wells Fargo & Company

View all funds holding iShares Morningstar Small Growth