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iShares Morningstar Small Growth shares owned by Ieq Capital

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Ieq Capital from 13F filings

Historical chart of Ieq Capital investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Ieq Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 32k 44.00
2023-09-30 $1.2M 32k 38.76
2023-06-30 $1.3M 32k 41.41
2023-03-31 $1.3M 32k 38.98
2022-12-31 $1.2M 32k 36.04
2022-09-30 $1.1M 32k 34.67
2022-06-30 $1.1M 32k 35.33
2022-03-31 $1.4M 32k 44.17
2021-12-31 $1.6M 32k 49.63
2021-09-30 $1.6M 32k 49.25
2021-06-30 $1.7M 32k 51.81

More positions owned by Ieq Capital

Roblox Corp Cl A (RBLX)
Meta Platforms Cl A (META)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Snowflake Cl A (SNOW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
salesforce (CRM)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Ieq Capital

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