B. Riley Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

B. Riley 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
2025 Q2	–	Sell	-4,608	Closed	-$208K	–	1216
2025 Q1	$208K	Buy	4,608 +30	+0.7%	+$1.47K	0.01%	1129
2024 Q4	$226K	Buy	4,578 +205	+5%	+$10.4K	0.01%	989
2024 Q3	$213K	Buy	+4,373	New	+$206K	0.01%	1114
2021 Q1	–	Sell	-6,726	Closed	-$341K	–	1383
2020 Q4	$341K	Buy	+6,726	New	+$305K	0.02%	686
2020 Q3	–	Sell	-7,326	Closed	-$270K	–	965
2020 Q2	$270K	Buy	+7,326	New	+$242K	0.02%	668
2020 Q1	–	Sell	-5,856	Closed	-$207K	–	847
2019 Q4	$207K	Buy	+5,856	New	+$199K	0.02%	748
2019 Q3	–	Sell	-6,066	Closed	-$206K	–	833
2019 Q2	$206K	Buy	+6,066	New	+$203K	0.02%	707

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

B. Riley Wealth Advisors's ISCG Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2025, closing a stake of 4,608 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in ISCG in Q2 2019 and held it in 7 quarters. The position peaked at $341K in Q4 2020. 147 funds tracked by Wall St. Rank hold ISCG as of Q2 2025.

B. Riley Wealth Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,608 iShares Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $208K.
B. Riley Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2019 and held it in 7 quarters.
B. Riley Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $341K in Q4 2020.
147 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.