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iShares Morningstar Small Growth shares owned by Td Private Client Wealth

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Td Private Client Wealth from 13F filings

Historical chart of Td Private Client Wealth investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Td Private Client Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 2.2k 54.31
2025-06-30 $207k 4.2k 49.76
2025-03-31 $316k 7.0k 45.05
2024-12-31 $817k 17k 49.46
2024-09-30 $715k 15k 48.96
2024-06-30 $650k 14k 45.48
2024-03-31 $643k 14k 46.57
2023-12-31 $583k 13k 44.00
2023-09-30 $245k 6.3k 38.76
2023-06-30 $306k 7.4k 41.41
2023-03-31 $270k 6.9k 38.98
2022-12-31 $251k 7.0k 36.04
2022-09-30 $234k 6.7k 34.66
2022-06-30 $221k 6.3k 35.32
2022-03-31 $559k 13k 44.19
2021-12-31 $1.9M 39k 49.64
2021-09-30 $2.0M 40k 49.24
2021-06-30 $4.0M 78k 51.81
2021-03-31 $3.8M 13k 300.44
2020-12-31 $3.8M 13k 303.50
2020-09-30 $1.5M 6.5k 237.57

More positions owned by Td Private Client Wealth

Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Microsoft Corp Common Stock (MSFT)
ISHARES TR 20Plus YR TREAS BD ETF Exchange Traded Fund (TLT)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)

View all positions for Td Private Client Wealth

Top funds holding iShares Morningstar Small Growth

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

View all funds holding iShares Morningstar Small Growth