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 Q2	$26.9M	Sell	410,071 -2,568	-0.6%	-$157K	0.02%	617
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 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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers's ISCG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.62% in Q2 2026, selling an estimated $157K and leaving 410,071 shares worth $26.9M. The position accounts for 0.02% of the portfolio, ranked #617.

Cetera Investment Advisers first reported a position in ISCG in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Cetera Investment Advisers held 410,071 shares of iShares Morningstar Small-Cap Growth ETF worth $26.9M as of Q2 2026.
Cetera Investment Advisers sold 2,568 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $157K.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #617 holding.
Cetera Investment Advisers first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.