MAI Capital Management
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1040197
INDEPENDENCE, OH
All Filings in ISCG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $271,095 | 4,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 ISCG | $261,105 | 4,708 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 ISCG | $24,439 | 450 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 ISCG | $22,392 | 450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 ISCG | $20,272 | 450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ISCG | $22,257 | 450 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 ISCG | $238,770 | 5,250 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 ISCG | $244,492 | 5,250 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 ISCG | $211,200 | 4,800 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 ISCG | $212,112 | 4,800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 ISCG | $238,272 | 4,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 ISCG | $236,352 | 4,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 ISCG | $248,688 | 4,800 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 ISCG | $40,058 | 800 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 ISCG | $40,466 | 800 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||