TFB Advisors »

iShares Morningstar Small Growth shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB Advisors 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 5.6k 43.80
2023-06-30 $325k 7.8k 41.41

More positions owned by TFB Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Sp500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for TFB Advisors

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Colony
Morgan Stanley
LPL Financial
Gallagher Fiduciary Advisors
Atria Investments
H D Vest Advisory Services
Wells Fargo & Company
Ameriprise Financial
CWM
Steele Capital Management
Matrix Trust
Opes Wealth Management
Black Diamond Financial

View all funds holding iShares Morningstar Small Growth