Cherry Tree Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Cherry Tree Wealth Management’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	$4.17K	Hold	76	–	–	﹤0.01%	495
2025 Q4	$4.21K	Hold	76	–	–	﹤0.01%	498
2025 Q3	$4.13K	Hold	76	–	–	﹤0.01%	482
2025 Q2	$3.78K	Hold	76	–	–	﹤0.01%	502
2025 Q1	$3.42K	Hold	76	–	–	﹤0.01%	576
2024 Q4	$3.76K	Hold	76	–	–	﹤0.01%	502
2024 Q3	$3.72K	Hold	76	–	–	﹤0.01%	502
2024 Q2	$3.46K	Hold	76	–	–	﹤0.01%	483
2024 Q1	$3.54K	Hold	76	–	–	﹤0.01%	463
2023 Q4	$3.34K	Buy	+76	New	+$2.99K	﹤0.01%	463

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cherry Tree Wealth Management's ISCG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q1 2026 at 76 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Cherry Tree Wealth Management first reported a position in ISCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.21K in Q4 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

Cherry Tree Wealth Management held 76 shares of iShares Morningstar Small-Cap Growth ETF worth $4.17K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #495 holding.
Cherry Tree Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $4.21K in Q4 2025.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.