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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
2024-12-31 $2.4M 49k 49.46
2024-09-30 $2.5M 49k 51.44
2024-06-30 $2.2M 49k 45.48
2024-03-31 $2.3M 49k 46.57

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

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