Key FInancial »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Key FInancial

Quarter filed Position value Share count Share price at filing
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

More positions owned by Key FInancial

Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)

View all positions for Key FInancial

Top funds holding iShares Morningstar Small Growth

Jpmorgan Chase & Co
Colony
Northwestern Mutual Wealth Management Company
Bank of America Corporation
H D Vest Advisory Services
LPL Financial
Morgan Stanley
Gallagher Fiduciary Advisors
Atria Investments
Matrix Trust
Steele Capital Management
Wells Fargo & Company
CWM
Black Diamond Financial
Raymond James Financial

View all funds holding iShares Morningstar Small Growth