Certified Advisory Corp’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Certified Advisory Corp’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	$6.43M	Buy	98,173 +15,548	+19%	+$950K	0.52%	55
2026 Q1	$4.53M	Buy	82,625 +5,849	+8%	+$336K	0.41%	71
2025 Q4	$4.26M	Buy	76,776 +2,136	+3%	+$118K	0.39%	68
2025 Q3	$4.05M	Buy	74,640 +1,308	+2%	+$68.2K	0.39%	70
2025 Q2	$3.65M	Buy	73,332 +294	+0.4%	+$13.6K	0.38%	72
2025 Q1	$3.29M	Sell	73,038 -1,436	-2%	-$70.3K	0.37%	73
2024 Q4	$3.68M	Buy	74,474 +5,152	+7%	+$262K	0.4%	73
2024 Q3	$3.39M	Buy	69,322 +2,355	+4%	+$111K	0.38%	78
2024 Q2	$3.05M	Buy	66,967 +3,155	+5%	+$142K	0.38%	78
2024 Q1	$2.97M	Buy	63,812 +1,851	+3%	+$81.9K	0.41%	74
2023 Q4	$2.73M	Sell	61,961 -12,413	-17%	-$488K	0.41%	79
2023 Q3	$2.88M	Buy	74,374 +2,429	+3%	+$99.9K	0.53%	64
2023 Q2	$2.98M	Buy	71,945 +8,115	+13%	+$318K	0.55%	57
2023 Q1	$2.49M	Buy	63,830 +2,466	+4%	+$96K	0.44%	71
2022 Q4	$2.21M	Buy	61,364 +18,358	+43%	+$672K	0.44%	70
2022 Q3	$1.49M	Buy	43,006 +6,144	+17%	+$235K	0.34%	82
2022 Q2	$1.3M	Buy	36,862 +9,539	+35%	+$369K	0.29%	87
2022 Q1	$1.21M	Buy	27,323 +4,905	+22%	+$215K	0.26%	97
2021 Q4	$1.11M	Buy	22,418 +6,605	+42%	+$334K	0.25%	98
2021 Q3	$779K	Buy	15,813 +6,941	+78%	+$350K	0.19%	121
2021 Q2	$460K	Buy	8,872 +6,580	+287%	+$333K	0.12%	152
2021 Q1	$115K	Buy	+2,292	New	+$122K	0.03%	240
2020 Q2	$157K	Buy	+4,260	New	+$141K	0.05%	195
2018 Q4	–	Sell	-516	Closed	-$18K	–	768
2018 Q3	$18K	Hold	516	–	–	0.01%	465
2018 Q2	$17K	Hold	516	–	–	0.01%	459
2018 Q1	$15K	Hold	516	–	–	0.01%	454
2017 Q4	$15K	Buy	+516	New	+$15.1K	0.01%	413

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

Certified Advisory Corp's ISCG Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 19% in Q2 2026, buying an estimated $950K and bringing the position to 98,173 shares worth $6.43M. The position accounts for 0.52% of the portfolio, ranked #55.

Certified Advisory Corp first reported a position in ISCG in Q4 2017 and has held it in 27 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Certified Advisory Corp held 98,173 shares of iShares Morningstar Small-Cap Growth ETF worth $6.43M as of Q2 2026.
Certified Advisory Corp bought 15,548 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $950K.
iShares Morningstar Small-Cap Growth ETF made up 0.52% of Certified Advisory Corp's portfolio in Q2 2026, its #55 holding.
Certified Advisory Corp first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 27 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.