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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

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Quarterly reported holdings in iShares Morningstar Small Growth by Key FInancial

Quarter filed Position value Share count Share price at filing
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)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Eafe Grwth Etf (EFG)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Exxon Mobil Corporation (XOM)

View all positions for Key FInancial

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