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iShares Morningstar Small Growth shares owned by UBS Group

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

Historical chart of UBS 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 UBS 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 UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 67k 44.00
2023-09-30 $2.6M 68k 38.76
2023-06-30 $2.7M 65k 41.41
2023-03-31 $2.7M 70k 38.98
2022-12-31 $2.5M 68k 36.04
2022-09-30 $2.5M 73k 34.62
2022-06-30 $2.6M 72k 35.33
2022-03-31 $4.3M 98k 44.08
2021-12-31 $5.3M 108k 49.64
2021-09-30 $5.1M 103k 49.24
2021-06-30 $5.3M 104k 51.09
2021-03-31 $0 23k 0.00
2020-12-31 $8.7M 29k 303.50
2020-09-30 $3.7M 16k 237.58
2020-06-30 $3.4M 16k 221.02
2020-03-31 $2.7M 17k 166.25
2019-12-31 $2.3M 11k 211.92
2019-09-30 $2.9M 15k 194.64
2019-06-30 $1.5M 7.2k 203.62
2019-03-31 $643k 3.2k 199.32
2018-12-31 $541k 3.2k 166.51
2018-09-30 $2.7M 13k 212.63
2018-06-30 $2.4M 12k 198.51
2018-03-31 $602k 3.2k 185.69
2017-12-31 $536k 3.0k 179.44
2017-09-30 $505k 3.0k 169.58
2017-06-30 $543k 3.4k 160.79
2017-03-31 $530k 3.5k 152.87
2016-12-31 $531k 3.7k 144.65
2016-09-30 $586k 4.1k 144.16
2016-06-30 $506k 3.8k 134.15
2016-03-31 $498k 3.9k 128.72
2015-12-31 $493k 3.7k 134.77
2015-09-30 $463k 3.6k 128.68
2015-03-31 $658k 4.6k 144.17

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

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