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iShares Morningstar Small Growth shares owned by TFB Advisors

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

Historical chart of TFB Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $241k 4.9k 49.46
2024-09-30 $245k 5.0k 48.96
2024-06-30 $228k 5.0k 45.48
2024-03-31 $246k 5.6k 43.80
2023-06-30 $325k 7.8k 41.41

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View all positions for TFB Advisors

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
Morgan Stanley
Gallagher Fiduciary Advisors
Atria Investments
Matrix Trust
Steele Capital Management
Wells Fargo & Company
CWM
Black Diamond Financial
Raymond James Financial

View all funds holding iShares Morningstar Small Growth