Kestra Advisory Services, LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1830819
AUSTIN, TX
All Filings in ISCG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $678,752 | 12,386 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 ISCG | $480,061 | 8,656 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 ISCG | $431,004 | 7,936 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 ISCG | $394,646 | 7,931 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 ISCG | $364,139 | 8,083 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 ISCG | $399,587 | 8,079 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 ISCG | $353,295 | 7,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 ISCG | $288,616 | 6,346 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 ISCG | $290,224 | 6,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 ISCG | $258,280 | 5,870 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 ISCG | $275,745 | 6,240 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 ISCG | $4,133,572 | 83,271 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 ISCG | $4,575,627 | 92,925 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 ISCG | $4,478,508 | 86,441 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 ISCG | $747,494 | 14,928 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 ISCG | $140,216 | 2,772 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 ISCG | $1,702 | 43 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||