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iShares Morningstar Small Growth shares owned by Ponta Wealth Partners

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Ponta Wealth Partners from 13F filings

Historical chart of Ponta Wealth Partners investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Ponta Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $352k 5.4k 65.54

More positions owned by Ponta Wealth Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Advanced Micro Devices (AMD)
Visa Com Cl A (V)
Eli Lilly & Co. (LLY)

View all positions for Ponta Wealth Partners

Top funds holding iShares Morningstar Small Growth

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

View all funds holding iShares Morningstar Small Growth