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iShares Morningstar Small Growth shares owned by LRI Investments

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

Historical chart of LRI Investments investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 49k 46.57

More positions owned by LRI Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Rtx Corporation Stock (RTX)
Apple Stock (AAPL)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for LRI Investments

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Colony
Morgan Stanley
LPL Financial
Gallagher Fiduciary Advisors
Atria Investments
H D Vest Advisory Services
Wells Fargo & Company
Ameriprise Financial
CWM
Steele Capital Management
Matrix Trust
Opes Wealth Management
Mml Investors Services

View all funds holding iShares Morningstar Small Growth