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

Ameritas Advisory Services’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
2025 Q3	–	Sell	-293	Closed	-$14.6K	–	2522
2025 Q2	$14.6K	Buy	+293	New	+$13.5K	﹤0.01%	1868
2023 Q2	–	Sell	-239	Closed	-$9.28K	–	1552
2023 Q1	$9.28K	Buy	+239	New	+$9.3K	﹤0.01%	1919
2022 Q4	–	Sell	-10,642	Closed	-$369K	–	895
2022 Q3	$369K	Sell	10,642 -1,929	-15%	-$73.9K	0.02%	518
2022 Q2	$444K	Sell	12,571 -10,034	-44%	-$388K	0.03%	488
2022 Q1	$999K	Buy	22,605 +3,381	+18%	+$148K	0.04%	338
2021 Q4	$954K	Buy	+19,224	New	+$973K	0.03%	343

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameritas Advisory Services's ISCG Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2025, closing a stake of 293 shares — an estimated $14.6K sold.

Ameritas Advisory Services first reported a position in ISCG in Q4 2021 and held it in 6 quarters. The position peaked at $999K in Q1 2022. 149 funds tracked by Wall St. Rank hold ISCG as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 293 iShares Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $14.6K.
Ameritas Advisory Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Ameritas Advisory Services's iShares Morningstar Small-Cap Growth ETF position peaked at $999K in Q1 2022.
149 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.