Colonial Trust Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Colonial Trust Advisors’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	$6.55K	Buy	+100	New	+$6.11K	﹤0.01%	633

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

Colonial Trust Advisors's ISCG Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 100 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Colonial Trust Advisors held 100 shares of iShares Morningstar Small-Cap Growth ETF worth $6.55K as of Q2 2026.
iShares Morningstar Small-Cap Growth ETF was a new Colonial Trust Advisors position in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #633 holding.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.