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iShares Morningstar Small Growth shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary 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 Gallagher Fiduciary 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 319k 48.96
2024-06-30 $14M 313k 45.48
2024-03-31 $15M 332k 46.57
2023-12-31 $15M 338k 44.00
2023-09-30 $12M 312k 38.76
2023-06-30 $14M 338k 41.41
2023-03-31 $13M 334k 38.98

More positions owned by Gallagher Fiduciary Advisors

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Gallagher Fiduciary Advisors

Top funds holding iShares Morningstar Small Growth

Jpmorgan Chase & Co
Colony
Northwestern Mutual Wealth Management Company
Bank of America Corporation
LPL Financial
H D Vest Advisory Services
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
Wells Fargo & Company
Matrix Trust
Steele Capital Management
CWM
Black Diamond Financial
Opes Wealth Management

View all funds holding iShares Morningstar Small Growth