iShares Morningstar Small Growth shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 22k | 54.80 |
| 2025-09-30 | $811k | 15k | 54.31 |
| 2025-06-30 | $334k | 6.7k | 49.76 |
| 2025-03-31 | $305k | 6.8k | 45.05 |
| 2024-12-31 | $335k | 6.8k | 49.46 |
| 2024-09-30 | $218k | 4.4k | 48.96 |
| 2024-06-30 | $299k | 6.6k | 45.48 |
| 2024-03-31 | $247k | 5.3k | 46.57 |
| 2023-12-31 | $234k | 5.3k | 44.00 |
| 2021-12-31 | $212k | 4.3k | 49.64 |
| 2021-06-30 | $275k | 5.3k | 51.81 |
| 2021-03-31 | $358k | 1.2k | 300.44 |
| 2020-12-31 | $291k | 958 | 303.50 |
| 2020-09-30 | $267k | 1.1k | 237.57 |
More positions owned by Independent Financial Group
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