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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
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth