CPL
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Capital & Planning LLC’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Capital & Planning LLC’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 		– Sell
-20
Closed -$1.1K – 92
2026
Q1 		$1.1K Buy
+20
New +$1.15K ﹤0.01% 154

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

Capital & Planning LLC's ISCG Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026, closing a stake of 20 shares — an estimated $1.1K sold.

Capital & Planning LLC first reported a position in ISCG in Q1 2026 and held it in 1 quarter. The position peaked at $1.1K in Q1 2026. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Capital & Planning LLC reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 20 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.1K.
  • Capital & Planning LLC first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Capital & Planning LLC's iShares Morningstar Small-Cap Growth ETF position peaked at $1.1K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.