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iShares Morningstar Small Growth shares owned by Gilliland Jeter Wealth Management

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

Historical chart of Gilliland Jeter Wealth 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 Gilliland Jeter Wealth 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 Gilliland Jeter Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $597k 11k 54.31
2025-06-30 $546k 11k 49.76
2025-03-31 $455k 10k 45.05
2024-12-31 $494k 10k 49.46
2024-09-30 $453k 9.3k 48.96
2024-06-30 $83k 1.8k 45.48

More positions owned by Gilliland Jeter Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Meta Platforms Incorporated Class A Cl A (META)
At&t (T)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Oracle Corporation (ORCL)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)
Marathon Petroleum Corp (MPC)

View all positions for Gilliland Jeter Wealth 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