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iShares Morningstar Small Growth shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 24k 54.31
2025-06-30 $1.1M 21k 49.76
2025-03-31 $1.1M 24k 45.05
2024-12-31 $1.6M 33k 49.46
2024-09-30 $1.6M 34k 48.96
2024-06-30 $1.7M 37k 45.48
2024-03-31 $1.6M 34k 46.57
2023-09-30 $976k 25k 38.76
2023-06-30 $1.2M 29k 41.41
2023-03-31 $960k 25k 38.98
2022-12-31 $734k 20k 36.04
2022-09-30 $701k 20k 34.65
2022-06-30 $751k 21k 35.32
2022-03-31 $1.2M 28k 44.19
2021-12-31 $2.7M 54k 49.63
2021-09-30 $3.1M 62k 49.23
2021-06-30 $5.6M 108k 51.81
2021-03-31 $5.3M 18k 300.43
2020-12-31 $5.0M 16k 303.50
2020-09-30 $2.3M 9.6k 237.59
2020-06-30 $969k 4.4k 221.08
2020-03-31 $951k 5.7k 166.32
2019-12-31 $1.4M 6.7k 211.86
2019-09-30 $1.3M 6.5k 194.64
2019-06-30 $1.3M 6.3k 203.56
2019-03-31 $1.1M 5.6k 199.50
2018-12-31 $1.2M 7.1k 166.45
2018-09-30 $344k 1.6k 213.00
2016-09-30 $409k 2.8k 144.12
2016-06-30 $381k 2.8k 134.11
2016-03-31 $303k 2.4k 128.61
2015-12-31 $322k 2.4k 134.84
2015-09-30 $293k 2.3k 128.79
2014-12-31 $13k 98 132.65
2014-09-30 $14k 111 126.13
2014-06-30 $10k 76 131.58
2014-03-31 $13k 102 127.45
2013-12-31 $10k 74 135.14
2013-09-30 $8.0k 61 131.15
2013-06-30 $1.0k 8 125.00

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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