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iShares Morningstar Small Growth shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 260k 54.80

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Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Ishares Semicdtr (SOXX)
Two Rds Shared Tr Anfield Enhanced (AEMS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares Intl Ctr (CORO)

View all positions for Foundations Investment Advisors

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
Bank of America Corporation
Systelligence
Morgan Stanley
Foundations Investment Advisors
Ameriprise Financial
CWM
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth