SageView Advisory Group »

iShares Morningstar Small Growth shares owned by SageView Advisory Group

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 275 55.51

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding iShares Morningstar Small Growth

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

View all funds holding iShares Morningstar Small Growth