AWA
ISCG icon

Arkadios Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Arkadios Wealth Advisors’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 		$854K Sell
13,034
-4,868
-27% -$298K 0.01% 871
2026
Q1 		$981K Sell
17,902
-611
-3% -$35.1K 0.02% 795
2025
Q4 		$1.03M Buy
+18,513
New +$1.02M 0.02% 687
2024
Q1 		– Sell
-4,746
Closed -$209K – 760
2023
Q4 		$209K Sell
4,746
-567
-11% -$22.3K 0.02% 638
2023
Q3 		$206K Hold
5,313
– – 0.02% 611
2023
Q2 		$220K Sell
5,313
-301
-5% -$11.8K 0.03% 542
2023
Q1 		$219K Sell
5,614
-496
-8% -$19.3K 0.03% 544
2022
Q4 		$220K Sell
6,110
-816
-12% -$29.9K 0.03% 500
2022
Q3 		$240K Sell
6,926
-4,410
-39% -$169K 0.04% 435
2022
Q2 		$400K Sell
11,336
-165
-1% -$6.38K 0.06% 336
2022
Q1 		$508K Sell
11,501
-111
-1% -$4.86K 0.07% 314
2021
Q4 		$576K Buy
11,612
+27
+0.2% +$1.37K 0.08% 296
2021
Q3 		$570K Sell
11,585
-1,889
-14% -$95.2K 0.08% 264
2021
Q2 		$698K Buy
13,474
+1,510
+13% +$76.5K 0.09% 264
2021
Q1 		$599K Buy
11,964
+5,394
+82% +$288K 0.1% 222
2020
Q4 		$332K Buy
6,570
+6,000
+1,053% +$272K 0.07% 246
2020
Q3 		$24.8K Hold
570
– – 0.01% 558
2020
Q2 		$21.2K Hold
570
– – 0.01% 533
2020
Q1 		$15.8K Hold
570
– – 0.01% 537
2019
Q4 		$21.3K Buy
+570
New +$19.3K 0.01% 443

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

Arkadios Wealth Advisors's ISCG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 27% in Q2 2026, selling an estimated $298K and leaving 13,034 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #871.

Arkadios Wealth Advisors first reported a position in ISCG in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.03M in Q4 2025. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Arkadios Wealth Advisors held 13,034 shares of iShares Morningstar Small-Cap Growth ETF worth $854K as of Q2 2026.
  • Arkadios Wealth Advisors sold 4,868 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $298K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #871 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $1.03M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.