CreativeOne Wealth, LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1739728
OVERLAND PARK, KS
All Filings in ISCG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 ISCG | $709,397 | 13,062 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 ISCG | $729,780 | 14,666 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 ISCG | $620,653 | 13,777 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 ISCG | $629,427 | 12,726 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 ISCG | $643,432 | 13,142 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 ISCG | $556,083 | 12,227 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 ISCG | $496,995 | 10,672 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 ISCG | $480,348 | 10,917 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 ISCG | $430,584 | 11,109 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 ISCG | $452,031 | 10,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 ISCG | $390,852 | 10,027 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCG | $330,558 | 9,172 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 ISCG | $326,566 | 9,422 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 ISCG | $33,890 | 670 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||