Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Cambridge Investment Research 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 		$477K Buy
7,271
+86
+1% +$5.26K ﹤0.01% 3005
2026
Q1 		$394K Sell
7,185
-2,341
-25% -$135K ﹤0.01% 3029
2025
Q4 		$528K Sell
9,526
-539
-5% -$29.8K ﹤0.01% 2666
2025
Q3 		$547K Sell
10,065
-1,084
-10% -$56.5K ﹤0.01% 2591
2025
Q2 		$555K Sell
11,149
-260
-2% -$12K ﹤0.01% 2442
2025
Q1 		$514K Sell
11,409
-184
-2% -$9.01K ﹤0.01% 2418
2024
Q4 		$573K Sell
11,593
-16,188
-58% -$824K ﹤0.01% 2307
2024
Q3 		$1.36M Sell
27,781
-1,952
-7% -$91.8K ﹤0.01% 1628
2024
Q2 		$1.35M Buy
29,733
+6,941
+30% +$312K 0.01% 1564
2024
Q1 		$1.06M Buy
22,792
+14,526
+176% +$643K ﹤0.01% 1691
2023
Q4 		$364K Sell
8,266
-1,819
-18% -$71.5K ﹤0.01% 2450
2023
Q3 		$391K Sell
10,085
-8,339
-45% -$343K ﹤0.01% 2285
2023
Q2 		$763K Sell
18,424
-70
-0.4% -$2.74K ﹤0.01% 1806
2023
Q1 		$721K Sell
18,494
-949
-5% -$36.9K ﹤0.01% 1804
2022
Q4 		$701K Buy
19,443
+5,701
+41% +$209K ﹤0.01% 1761
2022
Q3 		$476K Sell
13,742
-2,915
-18% -$112K ﹤0.01% 1977
2022
Q2 		$588K Sell
16,657
-7,141
-30% -$276K ﹤0.01% 1844
2022
Q1 		$1.05M Sell
23,798
-34,676
-59% -$1.52M ﹤0.01% 1544
2021
Q4 		$2.9M Sell
58,474
-537
-0.9% -$27.2K 0.01% 940
2021
Q3 		$2.91M Buy
59,011
+16,879
+40% +$850K 0.01% 889
2021
Q2 		$2.18M Sell
42,132
-43,458
-51% -$2.2M 0.01% 1062
2021
Q1 		$4.29M Buy
85,590
+23,940
+39% +$1.28M 0.02% 624
2020
Q4 		$3.12M Buy
61,650
+42,570
+223% +$1.93M 0.02% 697
2020
Q3 		$755K Buy
19,080
+9,414
+97% +$366K 0.01% 1349
2020
Q2 		$356K Buy
+9,666
New +$319K ﹤0.01% 1754
2019
Q1 		– Sell
-7,242
Closed -$201K – 2314
2018
Q4 		$201K Sell
7,242
-1,404
-16% -$43K ﹤0.01% 1920
2018
Q3 		$306K Sell
8,646
-34,248
-80% -$1.19M ﹤0.01% 1785
2018
Q2 		$1.42M Buy
42,894
+24,408
+132% +$785K 0.02% 794
2018
Q1 		$572K Buy
+18,486
New +$567K 0.01% 1274
2014
Q1 		– Sell
-9,072
Closed -$200K – 1318
2013
Q4 		$200K Buy
+9,072
New +$193K 0.01% 1090

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

Cambridge Investment Research Advisors's ISCG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 1.2% in Q2 2026, buying an estimated $5.26K and bringing the position to 7,271 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Cambridge Investment Research Advisors first reported a position in ISCG in Q4 2013 and has held it in 30 quarters since. The position peaked at $4.29M in Q1 2021. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Cambridge Investment Research Advisors held 7,271 shares of iShares Morningstar Small-Cap Growth ETF worth $477K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 86 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.26K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3005 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2013 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $4.29M in Q1 2021.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.