Advisory Services Network’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Advisory Services Network’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	$236K	Sell	3,601 -56	-2%	-$3.42K	﹤0.01%	1885
2026 Q1	$200K	Sell	3,657 -189	-5%	-$10.9K	﹤0.01%	1825
2025 Q4	$213K	Buy	3,846 +45	+1%	+$2.49K	﹤0.01%	1678
2025 Q3	$206K	Buy	+3,801	New	+$198K	﹤0.01%	1677
2025 Q1	–	Sell	-4,251	Closed	-$210K	–	1680
2024 Q4	$210K	Buy	+4,251	New	+$216K	﹤0.01%	1468
2024 Q1	–	Sell	-2,377	Closed	-$105K	–	2561
2023 Q4	$105K	Buy	+2,377	New	+$93.4K	﹤0.01%	1623
2023 Q2	–	Sell	-2,661	Closed	-$104K	–	2536
2023 Q1	$104K	Buy	2,661 +31	+1%	+$1.21K	﹤0.01%	1633
2022 Q4	$94.8K	Buy	+2,630	New	+$96.3K	﹤0.01%	1657
2021 Q3	–	Sell	-2,669	Closed	-$138K	–	2332
2021 Q2	$138K	Buy	+2,669	New	+$135K	﹤0.01%	1446
2021 Q1	–	Sell	-5,958	Closed	-$301K	–	2145
2020 Q4	$301K	Buy	+5,958	New	+$270K	0.01%	925

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Services Network's ISCG Position: Q2 2026 in Review

Advisory Services Network reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 1.5% in Q2 2026, selling an estimated $3.42K and leaving 3,601 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Advisory Services Network first reported a position in ISCG in Q4 2020 and has held it in 10 quarters since. The position peaked at $301K in Q4 2020. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Advisory Services Network held 3,601 shares of iShares Morningstar Small-Cap Growth ETF worth $236K as of Q2 2026.
Advisory Services Network sold 56 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.42K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1885 holding.
Advisory Services Network first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
Advisory Services Network's iShares Morningstar Small-Cap Growth ETF position peaked at $301K in Q4 2020.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.