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iShares Morningstar Small Growth shares owned by LPL Financial

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by LPL Financial from 13F filings

Historical chart of LPL 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 LPL 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 324k 45.48
2024-03-31 $16M 334k 46.57
2023-09-30 $8.1M 209k 38.76
2023-06-30 $8.2M 198k 41.41
2023-03-31 $6.3M 161k 38.98
2022-12-31 $5.9M 165k 36.04
2022-09-30 $7.2M 208k 34.66
2022-06-30 $7.5M 213k 35.32
2022-03-31 $13M 298k 44.19
2021-12-31 $18M 358k 49.64
2021-09-30 $22M 437k 49.24
2021-06-30 $21M 398k 51.81
2021-03-31 $32M 105k 300.44
2020-12-31 $26M 85k 303.50
2020-09-30 $7.0M 29k 237.57
2020-06-30 $6.2M 28k 221.01
2020-03-31 $3.7M 23k 166.24
2019-12-31 $4.7M 22k 211.95
2019-09-30 $4.0M 21k 194.65
2019-06-30 $4.9M 24k 203.61
2019-03-31 $6.4M 32k 199.46
2018-12-31 $3.9M 24k 166.47
2018-09-30 $6.8M 32k 212.66
2018-06-30 $8.1M 41k 198.53
2018-03-31 $3.4M 19k 185.54
2017-12-31 $3.2M 18k 179.42
2017-09-30 $3.2M 19k 169.66
2017-06-30 $2.9M 18k 160.94
2017-03-31 $2.7M 18k 151.57
2016-12-31 $2.5M 18k 144.65
2016-09-30 $2.6M 18k 142.39
2016-06-30 $1.8M 13k 134.38
2016-03-31 $3.3M 26k 126.86
2015-12-31 $3.5M 27k 130.73
2015-09-30 $1.3M 9.8k 133.74
2015-06-30 $1.7M 12k 143.13
2015-03-31 $1.8M 12k 142.90
2014-12-31 $1.7M 13k 135.11
2014-09-30 $1.7M 13k 123.87
2014-06-30 $1.6M 12k 134.10
2014-03-31 $2.2M 17k 130.82
2013-12-31 $2.4M 18k 132.50
2013-09-30 $2.2M 18k 124.63
2013-06-30 $1.8M 17k 108.86
2012-09-30 $1.8M 19k 94.92
2011-09-30 $2.4M 33k 73.31

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View all positions for LPL Financial

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
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H D Vest Advisory Services
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Atria Investments
Gallagher Fiduciary Advisors
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Matrix Trust
CWM
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Opes Wealth Management
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View all funds holding iShares Morningstar Small Growth