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iShares Morningstar Small Growth shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private 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 Procyon Private 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $391k 7.1k 54.80

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPBO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Procyon Private Wealth Partners

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