Steward Partners Investment Advisory, LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1723397
STAMFORD, CT
All Filings in ISCG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $256,902 | 4,688 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 ISCG | $259,941 | 4,687 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 ISCG | $254,442 | 4,685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 ISCG | $233,075 | 4,684 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 ISCG | $114,472 | 2,541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 ISCG | $111,235 | 2,249 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 ISCG | $103,501 | 2,114 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCG | $47,162 | 1,037 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 ISCG | $74,837 | 1,607 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 ISCG | $20,592 | 468 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 ISCG | $18,139 | 468 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 ISCG | $19,379 | 468 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 ISCG | $18,242 | 468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCG | $16,866 | 468 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 ISCG | $16,220 | 468 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 ISCG | $16,529 | 468 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 ISCG | $20,680 | 468 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 ISCG | $23,231 | 468 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 ISCG | $23,044 | 468 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 ISCG | $24,247 | 468 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 ISCG | $5,508 | 110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 ISCG | $6,474 | 128 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||