Atria Wealth Solutions’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Atria Wealth Solutions’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 Q2	$686K	Buy	13,690 +7,053	+106%	+$326K	0.02%	788
2025 Q1	$299K	Sell	6,637 -599	-8%	-$29.3K	﹤0.01%	1465
2024 Q4	$358K	Buy	+7,236	New	+$368K	﹤0.01%	1441
2024 Q3	–	Sell	-72,524	Closed	-$3.3M	–	1979
2024 Q2	$3.3M	Buy	72,524 +6,529	+10%	+$294K	0.04%	456
2024 Q1	$3.07M	Buy	65,995 +2,608	+4%	+$115K	0.03%	485
2023 Q4	$2.79M	Buy	63,387 +225	+0.4%	+$8.84K	0.03%	493
2023 Q3	$2.45M	Buy	63,162 +2,297	+4%	+$94.5K	0.03%	492
2023 Q2	$2.52M	Buy	+60,865	New	+$2.38M	0.03%	496
2022 Q2	–	Sell	-4,733	Closed	-$209K	–	1764
2022 Q1	$209K	Buy	+4,733	New	+$207K	﹤0.01%	1573

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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

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

Atria Wealth Solutions's ISCG Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 106% in Q2 2025, buying an estimated $326K and bringing the position to 13,690 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #788.

Atria Wealth Solutions first reported a position in ISCG in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.3M in Q2 2024. 147 funds tracked by Wall St. Rank hold ISCG as of Q2 2025.

Atria Wealth Solutions held 13,690 shares of iShares Morningstar Small-Cap Growth ETF worth $686K as of Q2 2025.
Atria Wealth Solutions bought 7,053 iShares Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $326K.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #788 holding.
Atria Wealth Solutions first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's iShares Morningstar Small-Cap Growth ETF position peaked at $3.3M in Q2 2024.
147 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.