Wolff Financial Management »

iShares Morningstar Small Growth shares owned by Wolff Financial Management

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

Historical chart of Wolff Financial Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 3.1k 65.55
2022-09-30 $282k 8.1k 34.65

More positions owned by Wolff Financial Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust St Str Sp Div (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)

View all positions for Wolff Financial Management

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
Bank of America Corporation
Systelligence
Morgan Stanley
Foundations Investment Advisors
Ameriprise Financial
Matrix Trust
Steele Capital Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth