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iShares Morningstar Small Growth shares owned by Principal Securities

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

Historical chart of Principal Securities investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 6.5k 48.96
2024-06-30 $259k 5.7k 45.48
2024-03-31 $225k 4.8k 46.57
2023-12-31 $126k 2.9k 44.00

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding iShares Morningstar Small Growth

Jpmorgan Chase & Co
Colony
Northwestern Mutual Wealth Management Company
Bank of America Corporation
LPL Financial
H D Vest Advisory Services
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
Wells Fargo & Company
Matrix Trust
Steele Capital Management
CWM
Black Diamond Financial
Opes Wealth Management

View all funds holding iShares Morningstar Small Growth