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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
2024-03-31 $3.1M 66k 46.57
2023-12-31 $2.8M 63k 44.00

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
Indexiq Iq MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Vaneck Natural MF Closed and MF Open (HAP)
Jp Morgan MF Closed and MF Open (JMUB)
Spdr Portfolio MF Closed and MF Open (SPTM)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Msci MF Closed and MF Open (CWI)
Pgim Ultra MF Closed and MF Open (PULS)

View all positions for IAG Wealth Partners

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