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iShares Morningstar Small Growth shares owned by Summit Financial

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

Historical chart of Summit Financial investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 3.7k 55.46

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Core S&p500 Etf (IVV)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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