iShares Morningstar Small Growth shares owned by Key FInancial
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial investment in iShares Morningstar Small Growth
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All positions including iShares Morningstar Small Growth held by Key FInancial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Small Growth by Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 29k | 54.51 |
| 2025-06-30 | $1.2M | 24k | 49.76 |
| 2025-03-31 | $815k | 18k | 45.05 |
| 2024-12-31 | $742k | 15k | 49.46 |
| 2024-09-30 | $656k | 13k | 48.96 |
| 2024-06-30 | $585k | 13k | 45.48 |
| 2024-03-31 | $300k | 6.5k | 46.57 |
| 2023-12-31 | $229k | 5.2k | 44.00 |
| 2023-09-30 | $202k | 5.2k | 38.76 |
| 2023-06-30 | $215k | 5.2k | 41.41 |
| 2023-03-31 | $203k | 5.2k | 38.98 |
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