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AE Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

AE Wealth Management’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 		$105K Buy
+1,607
New +$98.2K ﹤0.01% 1898
2024
Q1 		– Sell
-6,311
Closed -$271K – 1573
2023
Q4 		$271K Sell
6,311
-225
-3% -$8.84K ﹤0.01% 1765
2023
Q3 		$253K Buy
+6,536
New +$269K ﹤0.01% 1684

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

AE Wealth Management's ISCG Position: Q2 2026 in Review

AE Wealth Management opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 1,607 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in ISCG as recently as Q4 2023.

AE Wealth Management first reported a position in ISCG in Q3 2023 and has held it in 3 quarters since. The position peaked at $271K in Q4 2023. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • AE Wealth Management held 1,607 shares of iShares Morningstar Small-Cap Growth ETF worth $105K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new AE Wealth Management position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1898 holding.
  • AE Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • AE Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $271K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.