NewEdge Advisors, LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in ISCG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 ISCG | $1,592,589 | 28,716 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 ISCG | $1,218,444 | 22,435 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 ISCG | $775,410 | 15,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 ISCG | $843,110 | 18,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ISCG | $923,566 | 18,673 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 ISCG | $371,704 | 7,592 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCG | $487,818 | 10,726 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 ISCG | $361,429 | 7,761 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 ISCG | $356,928 | 8,112 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 ISCG | $22,325 | 576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 ISCG | $21,326 | 515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 ISCG | $20,035 | 514 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 ISCG | $30,670 | 851 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 ISCG | $579,909 | 11,193 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 ISCG | $92,435 | 1,846 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 ISCG | $103,240 | 2,041 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||