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iShares Morningstar Small Growth shares owned by Jacksonville Wealth Management

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

Historical chart of Jacksonville Wealth Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Jacksonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $834k 15k 55.46

More positions owned by Jacksonville Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPMD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
Deere & Company (DE)
Spdr Series Trust State Street Spd (SPYV)
Axon Enterprise (AXON)
Microsoft Corporation (MSFT)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Jacksonville Wealth Management

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group
Raymond James Financial
Wells Fargo & Company

View all funds holding iShares Morningstar Small Growth