Arax Advisory Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Arax Advisory Partners’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	$129K	Buy	1,964 +982	+100%	+$60K	﹤0.01%	2546
2026 Q1	$53.8K	Buy	982 +52	+6%	+$2.99K	﹤0.01%	1666
2025 Q4	$51.6K	Buy	+930	New	+$51.4K	﹤0.01%	1595
2025 Q3	–	Sell	-1,985	Closed	-$98.8K	–	3954
2025 Q2	$98.8K	Buy	+1,985	New	+$91.6K	﹤0.01%	942
2021 Q4	–	Sell	-6	Closed	–	–	1163
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1032
2021 Q2	$0	Buy	+6	New	+$304	﹤0.01%	924
2018 Q4	–	Sell	-156	Closed	-$6K	–	580
2018 Q3	$6K	Sell	156 -66	-30%	-$2.29K	﹤0.01%	517
2018 Q2	$7K	Buy	222 +66	+42%	+$2.12K	﹤0.01%	365
2018 Q1	$4K	Sell	156 -750	-83%	-$23K	﹤0.01%	390
2017 Q4	$27K	Hold	906	–	–	0.01%	259
2017 Q3	$25K	Sell	906 -564	-38%	-$15.3K	0.01%	259
2017 Q2	$38K	Hold	1,470	–	–	0.02%	252
2017 Q1	$37K	Sell	1,470 -480	-25%	-$12K	0.02%	229
2016 Q4	$47K	Buy	+1,950	New	+$46.3K	0.02%	176

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

Arax Advisory Partners's ISCG Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 100% in Q2 2026, buying an estimated $60K and bringing the position to 1,964 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Arax Advisory Partners first reported a position in ISCG in Q4 2016 and has held it in 14 quarters since. 166 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Arax Advisory Partners held 1,964 shares of iShares Morningstar Small-Cap Growth ETF worth $129K as of Q2 2026.
Arax Advisory Partners bought 982 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $60K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2546 holding.
Arax Advisory Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2016 and has held it in 14 quarters since.
166 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.