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Archer Investment Corporation’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Archer Investment Corporation’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 		$88.6K Buy
1,352
+82
+6% +$5.01K 0.02% 462
2026
Q1 		$69.6K Hold
1,270
– – 0.01% 474
2025
Q4 		$70.4K Sell
1,270
-246
-16% -$13.6K 0.02% 427
2025
Q3 		$82.3K Hold
1,516
– – 0.02% 406
2025
Q2 		$75.4K Hold
1,516
– – 0.02% 416
2025
Q1 		$68.3K Hold
1,516
– – 0.02% 419
2024
Q4 		$75K Hold
1,516
– – 0.02% 392
2024
Q3 		$74.2K Hold
1,516
– – 0.02% 389
2024
Q2 		$68.9K Buy
1,516
+424
+39% +$19.1K 0.02% 382
2024
Q1 		$50.9K Hold
1,092
– – 0.02% 410
2023
Q4 		$48K Buy
1,092
+582
+114% +$22.9K 0.02% 404
2023
Q3 		$19.8K Hold
510
– – 0.01% 504
2023
Q2 		$21.1K Hold
510
– – 0.01% 496
2023
Q1 		$19.9K Hold
510
– – 0.01% 487
2022
Q4 		$18.4K Hold
510
– – 0.01% 479
2022
Q3 		$17.7K Hold
510
– – 0.01% 465
2022
Q2 		$18K Hold
510
– – 0.01% 468
2022
Q1 		$21.6K Hold
510
– – 0.01% 464
2021
Q4 		$25.3K Hold
510
– – 0.01% 458
2021
Q3 		$25.1K Buy
+510
New +$25.7K 0.01% 445
2021
Q2 		– Sell
-510
Closed -$25.5K – 619
2021
Q1 		$25.5K Hold
510
– – 0.01% 443
2020
Q4 		$25.8K Sell
510
-24
-4% -$1.09K 0.01% 396
2020
Q3 		$21.1K Hold
534
– – 0.01% 360
2020
Q2 		$19.7K Hold
534
– – 0.01% 351
2020
Q1 		$15K Sell
534
-114
-18% -$3.8K 0.01% 386
2019
Q4 		$23K Buy
+648
New +$22K 0.01% 383

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

Archer Investment Corporation's ISCG Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 6.5% in Q2 2026, buying an estimated $5.01K and bringing the position to 1,352 shares worth $88.6K. The position accounts for 0.02% of the portfolio, ranked #462.

Archer Investment Corporation first reported a position in ISCG in Q4 2019 and has held it in 26 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Archer Investment Corporation held 1,352 shares of iShares Morningstar Small-Cap Growth ETF worth $88.6K as of Q2 2026.
  • Archer Investment Corporation bought 82 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.01K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.02% of Archer Investment Corporation's portfolio in Q2 2026, its #462 holding.
  • Archer Investment Corporation first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.