Passive Capital Management »

iShares Morningstar Small Growth shares owned by Passive Capital Management

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

Historical chart of Passive Capital 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 Passive Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Passive Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $301k 5.5k 54.80

More positions owned by Passive Capital Management

Dimensional US Core Equity 2 ETF Us Core Equity 2 (DFAC)
Vanguard Real Estate Index Fund ETF Shares Real Estate Etf (VNQ)
Schwab Short-Term U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Dimensional Etf Tr Intl Core Equity Intl Core Equity (DFIC)
Avantis U.S. Equity ETF Us Eqt Etf (AVUS)
Vanguard Tax-Exempt Bond Index Fund ETF Shares Tax Exempt Bd (VTEB)
Avantis International Equity ETF Intl Eqt Etf (AVDE)
Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB)
Dimensional Etf Tr Short Durat Ion Fixed Income Short Duration (DFSD)
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)
Dimensional Emerg Mark Cre Eqy 2 Etf Emerging Mkts Co (DFEM)
Schwab U.S. REIT ETF Us Reit Etf (SCHH)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu Us Targeted Vlu (DFAT)
American Century Etf Trust Avantis U S Small Cap Equity Etf U.s. Sml Cp Equity (AVSC)

View all positions for Passive Capital Management

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
Bank of America Corporation
Systelligence
Morgan Stanley
Foundations Investment Advisors
Ameriprise Financial
CWM
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth