Gallagher Fiduciary Advisors »

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

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

Quarterly reported holdings in iShares Morningstar Small Growth by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
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

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Franklin Resources (BEN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Cleveland-cliffs (CLF)

View all positions for Gallagher Fiduciary Advisors

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