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iShares Morningstar Small Growth shares owned by Steele Capital Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Steele Capital Management from 13F filings

Historical chart of Steele Capital Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 146k 46.57
2023-12-31 $6.6M 150k 44.00

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth