Surevest »

iShares Morningstar Small Growth shares owned by Surevest

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

Historical chart of Surevest investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $267k 7.7k 34.68
2022-06-30 $242k 6.8k 35.35
2022-03-31 $282k 6.4k 44.25
2021-12-31 $24k 478 50.21

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Morningstar Small Growth

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

View all funds holding iShares Morningstar Small Growth