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 Q3	$4.65K	Hold	76	–	–	﹤0.01%	493
2026 Q2	$4.98K	Hold	76	–	–	﹤0.01%	499
2026 Q1	$4.16K	Hold	76	–	–	﹤0.01%	495
2025 Q4	$4.22K	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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Cherry Tree Wealth Management's ISCG Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2026 at 76 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Cherry Tree Wealth Management first reported a position in ISCG in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.98K in Q2 2026. 52 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Cherry Tree Wealth Management held 76 shares of iShares Morningstar Small-Cap Growth ETF worth $4.65K as of Q3 2026.
Cherry Tree Wealth Management left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #493 holding.
Cherry Tree Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $4.98K in Q2 2026.
52 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.