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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Ishares Tr Msci Ac Asia Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VTI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.B)
Vanguard Index Fds Small Cp Etf (VUG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Rba Indl Etf (RDVY)
Vanguard Index Fds Small Cp Etf (VTV)
Ishares Tr Msci Ac Asia Etf (IJR)

View all positions for Kestra Advisory Services

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