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AlphaCore Capital’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

AlphaCore Capital’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 		$27.1K Buy
+414
New +$25.3K ﹤0.01% 1342
2025
Q3 		– Sell
-20
Closed -$995 – 1108
2025
Q2 		$995 Buy
+20
New +$923 ﹤0.01% 1044

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

AlphaCore Capital's ISCG Position: Q2 2026 in Review

AlphaCore Capital opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 414 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in ISCG as recently as Q2 2025.

AlphaCore Capital first reported a position in ISCG in Q2 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • AlphaCore Capital held 414 shares of iShares Morningstar Small-Cap Growth ETF worth $27.1K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new AlphaCore Capital position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1342 holding.
  • AlphaCore Capital first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.