Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Cetera Investment Advisers’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
Q1 		$22.6M Buy
412,639
+8,629
+2% +$496K 0.02% 629
2025
Q4 		$22.4M Buy
404,010
+7,047
+2% +$389K 0.02% 622
2025
Q3 		$21.6M Buy
396,963
+355,268
+852% +$18.5M 0.03% 609
2025
Q2 		$2.07M Buy
41,695
+10,194
+32% +$471K ﹤0.01% 1818
2025
Q1 		$1.42M Buy
31,501
+356
+1% +$17.4K ﹤0.01% 1993
2024
Q4 		$1.54M Buy
31,145
+3,079
+11% +$157K ﹤0.01% 1843
2024
Q3 		$1.37M Buy
28,066
+3,769
+16% +$177K ﹤0.01% 1880
2024
Q2 		$1.11M Sell
24,297
-7,032
-22% -$316K ﹤0.01% 2000
2024
Q1 		$1.46M Buy
+31,329
New +$1.39M ﹤0.01% 1787

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return