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Advisornet Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Advisornet Financial’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Sell
4,938
-419
-8% -$25.6K 0.01% 518
2026
Q1 		$294K Buy
5,357
+1,639
+44% +$94.3K 0.02% 518
2025
Q4 		$206K Buy
3,718
+5
+0.1% +$276 0.01% 601
2025
Q3 		$202K Buy
3,713
+4
+0.1% +$209 0.01% 601
2025
Q2 		$185K Sell
3,709
-165
-4% -$7.62K 0.01% 592
2025
Q1 		$175K Sell
3,874
-33
-0.8% -$1.62K 0.01% 579
2024
Q4 		$193K Buy
3,907
+12
+0.3% +$611 0.02% 521
2024
Q3 		$191K Buy
3,895
+4
+0.1% +$188 0.01% 535
2024
Q2 		$177K Sell
3,891
-186
-5% -$8.37K 0.02% 506
2024
Q1 		$190K Sell
4,077
-197
-5% -$8.71K 0.02% 482
2023
Q4 		$188K Sell
4,274
-175
-4% -$6.88K 0.02% 480
2023
Q3 		$172K Hold
4,449
– – 0.02% 485
2023
Q2 		$184K Buy
4,449
+5
+0.1% +$196 0.02% 495
2023
Q1 		$173K Buy
4,444
+5
+0.1% +$195 0.02% 491
2022
Q4 		$160K Buy
4,439
+8
+0.2% +$293 0.02% 518
2022
Q3 		$154K Buy
4,431
+1,208
+37% +$46.3K 0.02% 555
2022
Q2 		$114K Buy
3,223
+3
+0.1% +$116 0.01% 634
2022
Q1 		$142K Buy
3,220
+2
+0.1% +$88 0.01% 643
2021
Q4 		$160K Buy
3,218
+679
+27% +$34.4K 0.01% 654
2021
Q3 		$125K Buy
+2,539
New +$128K 0.01% 715

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisornet Financial's ISCG Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 7.8% in Q2 2026, selling an estimated $25.6K and leaving 4,938 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #518.

Advisornet Financial first reported a position in ISCG in Q3 2021 and has held it in 20 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Advisornet Financial held 4,938 shares of iShares Morningstar Small-Cap Growth ETF worth $324K as of Q2 2026.
  • Advisornet Financial sold 419 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #518 holding.
  • Advisornet Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.