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iShares Morningstar Small Growth shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 73k 54.31
2025-06-30 $3.4M 69k 49.76
2025-03-31 $3.4M 75k 45.05
2024-12-31 $3.5M 71k 49.46
2024-09-30 $3.5M 72k 48.96
2024-06-30 $3.2M 70k 45.48
2024-03-31 $3.1M 66k 46.57
2023-12-31 $2.8M 63k 44.00