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

Anfield Capital 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 Q1	$4.99M	Buy	+91,144	New	+$5.24M	1.37%	15

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Anfield Capital Management's ISCG Position: Q1 2026 in Review

Anfield Capital Management opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026: 91,144 shares worth $4.99M. The stake represents 1.37% of the portfolio and ranks #15 among its holdings.

160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

Anfield Capital Management held 91,144 shares of iShares Morningstar Small-Cap Growth ETF worth $4.99M as of Q1 2026.
iShares Morningstar Small-Cap Growth ETF was a new Anfield Capital Management position in Q1 2026.
iShares Morningstar Small-Cap Growth ETF made up 1.37% of Anfield Capital Management's portfolio in Q1 2026, its #15 holding.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.