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iShares Morningstar Small Growth shares owned by TSFG

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

Historical chart of TSFG investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by TSFG

Quarter filed Position value Share count Share price at filing
2024-03-31 $999 30 33.33
2023-12-31 $999 30 33.33
2023-09-30 $5.0k 128 39.06
2023-06-30 $5.0k 128 39.06
2023-03-31 $5.0k 128 39.06
2022-12-31 $5.0k 127 39.37
2022-09-30 $4.0k 127 31.50
2022-06-30 $4.0k 127 31.50
2022-03-31 $6.0k 127 47.24
2021-12-31 $6.0k 127 47.24
2021-09-30 $6.0k 126 47.62
2021-06-30 $7.0k 126 55.56
2021-03-31 $6.0k 21 285.71

More positions owned by TSFG

Vanguard Total MF Closed and MF Open (VTI)
Ishares Russell MF Closed and MF Open (IWF)
Spdr Portfolio MF Closed and MF Open (SPYV)
Abbvie Common Stock (ABBV)
Vanguard S&p MF Closed and MF Open (VOO)
Sector Technology MF Closed and MF Open (XLK)
SPDR S&P MF Closed and MF Open (SPY)
Abbott Laboratories Common Stock (ABT)
Ishares S&p MF Closed and MF Open (IVE)
Spdr Portfolio MF Closed and MF Open (SPAB)
Spdr Intermediate MF Closed and MF Open (SPTI)
Invesco Exchange MF Closed and MF Open (SPHQ)
Apple Common Stock (AAPL)
Edwards Lifesciences Common Stock (EW)
Vanguard Mid MF Closed and MF Open (VO)

View all positions for TSFG

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth