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iShares Morningstar Small Growth shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Growth by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 4.8k 54.31
2025-06-30 $241k 4.8k 49.76

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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