iShares Morningstar Small Growth shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 7.9k | 54.31 |
| 2025-06-30 | $395k | 7.9k | 49.76 |
| 2025-03-31 | $364k | 8.1k | 45.05 |
| 2024-12-31 | $400k | 8.1k | 49.46 |
| 2024-09-30 | $353k | 7.2k | 48.96 |
| 2024-06-30 | $289k | 6.3k | 45.48 |
| 2024-03-31 | $290k | 6.2k | 46.57 |
| 2023-12-31 | $258k | 5.9k | 44.00 |
| 2022-03-31 | $276k | 6.2k | 44.23 |
| 2021-12-31 | $4.1M | 83k | 49.65 |
| 2021-09-30 | $4.6M | 93k | 49.24 |
| 2021-06-30 | $4.5M | 86k | 51.82 |
| 2021-03-31 | $4.5M | 15k | 300.44 |
| 2020-12-31 | $848k | 2.8k | 305.92 |
| 2020-09-30 | $670k | 43 | 15581.40 |
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