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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
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 S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Merit Financial Group

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