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iShares Morningstar Small Growth shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $76k 1.2k 65.58

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Ameriprise Financial
Atria Investments
Bank of America Corporation
Foundations Investment Advisors
Morgan Stanley
Black Diamond Financial
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth