iShares Morningstar Small Growth shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 42k | 55.46 |
| 2025-09-30 | $305k | 5.6k | 54.31 |
| 2025-06-30 | $281k | 5.6k | 49.76 |
| 2025-03-31 | $255k | 5.6k | 45.05 |
| 2024-12-31 | $279k | 5.6k | 49.46 |
| 2024-09-30 | $260k | 5.3k | 48.96 |
| 2024-06-30 | $274k | 6.0k | 45.48 |
| 2024-03-31 | $281k | 6.0k | 46.57 |
| 2023-12-31 | $864k | 20k | 44.00 |
| 2022-06-30 | $63k | 1.8k | 35.47 |
| 2022-03-31 | $6.0k | 138 | 43.48 |
| 2021-12-31 | $7.0k | 138 | 50.72 |
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