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iShares Morningstar Small Growth shares owned by Pathstone Holdings

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 39k 54.31
2025-06-30 $1.9M 39k 49.76
2025-03-31 $928k 21k 45.03
2024-12-31 $493k 10k 49.42
2024-09-30 $532k 11k 49.00
2024-06-30 $468k 10k 45.46
2024-03-31 $403k 8.7k 46.57
2023-12-31 $251k 5.7k 44.00

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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