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iShares Morningstar Small Growth shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 31k 54.31
2025-06-30 $1.5M 30k 49.76
2025-03-31 $1.0M 23k 45.05
2024-12-31 $983k 20k 49.46
2024-09-30 $905k 19k 48.96

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View all positions for Perennial Investment Advisors

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Rockport Wealth
Gallagher Fiduciary Advisors
Atria Investments
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group
Wells Fargo & Company
Opes Wealth Management

View all funds holding iShares Morningstar Small Growth