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iShares Morningstar Small Growth shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $699k 15k 46.57

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Iv Uit Exchange Traded (ISCB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Vanguard Energy Etf Uit Exchange Traded (VDE)

View all positions for Mittelman Wealth Management

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