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iShares Morningstar Small Growth shares owned by Synergy Financial Group

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

Historical chart of Synergy Financial 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 Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 7.6k 54.31
2025-06-30 $358k 7.2k 49.76
2025-03-31 $324k 7.2k 45.05
2024-12-31 $356k 7.2k 49.46

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Top funds holding iShares Morningstar Small Growth

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Jpmorgan Chase & Co
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Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
H D Vest Advisory Services
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Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
CWM
Black Diamond Financial
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Steele Capital Management
UBS Group

View all funds holding iShares Morningstar Small Growth