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Whipplewood Advisors »

iShares Morningstar Small Growth shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$179k	3.3k	54.31
2025-06-30	$164k	3.3k	49.76
2025-03-31	$149k	143	1039.62

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BlackRock Fund Advisors Exchange Traded Fund (MTUM)

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First Trust ETFs/USA Exchange Traded Fund (RDVI)

Vanguard Etf/usa Exchange Traded Fund (VIGI)

Western Asset Management Closed-end Fund (WEA)

Vanguard ETF/USA Exchange Traded Fund (VEA)

Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

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View all funds holding iShares Morningstar Small Growth

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