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iShares Morningstar Small Growth shares owned by MGB Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by MGB Wealth Management from 13F filings

Historical chart of MGB Wealth Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 201 54.21
2025-06-30 $10k 200 49.84
2025-03-31 $9.0k 200 45.05
2024-12-31 $9.9k 200 49.46
2024-09-30 $9.8k 200 48.96
2024-06-30 $9.4k 200 47.16
2024-03-31 $9.3k 200 46.57

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p Semicndctr (XSD)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)
Alps Etf Tr Alerian Mlp (AMLP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for MGB Wealth Management

Top funds holding iShares Morningstar Small Growth

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Cetera Investment Advisers
H D Vest Advisory Services
Rockport Wealth
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Morgan Stanley
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group

View all funds holding iShares Morningstar Small Growth