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iShares Morningstar Small Growth shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 5.5k 54.29
2025-06-30 $241k 4.8k 49.76
2025-03-31 $223k 4.9k 45.05
2024-12-31 $360k 7.3k 49.46
2024-09-30 $720k 15k 48.96
2024-03-31 $843k 19k 44.75
2023-12-31 $926k 21k 44.00
2022-12-31 $342k 9.5k 36.04

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
H D Vest Advisory Services
Rockport Wealth
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group

View all funds holding iShares Morningstar Small Growth