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iShares Morningstar Small Growth shares owned by NorthStar Asset Management

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

Historical chart of NorthStar Asset 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 NorthStar Asset 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 NorthStar Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 94k 54.31
2025-06-30 $4.5M 91k 49.76
2025-03-31 $3.9M 87k 45.05
2024-12-31 $4.0M 81k 49.46
2024-09-30 $3.8M 78k 48.96
2024-06-30 $3.3M 73k 45.48
2024-03-31 $3.3M 70k 46.57
2023-12-31 $2.9M 66k 44.00

More positions owned by NorthStar Asset Management

Ishares Tr Core S&p Us Gwt (IUSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)

View all positions for NorthStar Asset Management

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