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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
2025-09-30 $252k 4.6k 55.38
2025-06-30 $237k 4.8k 49.76
2025-03-31 $217k 4.8k 45.05
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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Apple (AAPL)
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Microsoft Corporation (MSFT)

View all positions for TFB Advisors

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