Benjamin Edwards Inc’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Benjamin Edwards Inc’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	$320K	Hold	4,882	–	–	﹤0.01%	1208
2026 Q1	$268K	Buy	4,882 +6	+0.1%	+$345	﹤0.01%	1203
2025 Q4	$270K	Buy	4,876 +2	+0%	+$111	﹤0.01%	1152
2025 Q3	$265K	Buy	4,874 +66	+1%	+$3.44K	﹤0.01%	1147
2025 Q2	$239K	Hold	4,808	–	–	﹤0.01%	1065
2025 Q1	$217K	Hold	4,808	–	–	﹤0.01%	1022
2024 Q4	$238K	Buy	+4,808	New	+$245K	﹤0.01%	1038

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

Benjamin Edwards Inc's ISCG Position: Q2 2026 in Review

Benjamin Edwards Inc held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 4,882 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Benjamin Edwards Inc first reported a position in ISCG in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Benjamin Edwards Inc held 4,882 shares of iShares Morningstar Small-Cap Growth ETF worth $320K as of Q2 2026.
Benjamin Edwards Inc left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1208 holding.
Benjamin Edwards Inc first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.