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Concord Wealth Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Concord Wealth Partners’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 		$7.34K Buy
+112
New +$6.85K ﹤0.01% 613
2026
Q1 		– Sell
-112
Closed -$6.21K – 491
2025
Q4 		$6.21K Buy
+112
New +$6.19K ﹤0.01% 595
2025
Q3 		– Sell
-112
Closed -$5.57K – 860
2025
Q2 		$5.57K Buy
+112
New +$5.17K ﹤0.01% 616
2024
Q4 		– Sell
-112
Closed -$5.48K – 961
2024
Q3 		$5.48K Buy
+112
New +$5.27K ﹤0.01% 622
2024
Q2 		– Sell
-1,396
Closed -$65K – 884
2024
Q1 		$65K Buy
+1,396
New +$61.8K 0.01% 319
2023
Q4 		– Sell
-1,508
Closed -$58.4K – 921
2023
Q3 		$58.4K Buy
1,508
+162
+12% +$6.66K 0.01% 360
2023
Q2 		$55.7K Buy
1,346
+156
+13% +$6.11K 0.01% 353
2023
Q1 		$46.4K Buy
1,190
+207
+21% +$8.06K 0.01% 358
2022
Q4 		$35.4K Buy
+983
New +$36K 0.01% 432
2022
Q3 		– Sell
-612
Closed -$22K – 633
2022
Q2 		$22K Buy
612
+227
+59% +$8.78K 0.01% 525
2022
Q1 		$17K Sell
385
-476
-55% -$20.9K ﹤0.01% 663
2021
Q4 		$43K Buy
861
+14
+2% +$709 0.01% 480
2021
Q3 		$42K Buy
847
+11
+1% +$554 0.02% 248
2021
Q2 		$43K Buy
836
+38
+5% +$1.92K 0.01% 378
2021
Q1 		$40K Buy
798
+540
+209% +$28.8K 0.01% 369
2020
Q4 		$13K Buy
+258
New +$11.7K 0.01% 347

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's ISCG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 112 shares worth $7.34K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ISCG as recently as Q4 2025.

Concord Wealth Partners first reported a position in ISCG in Q4 2020 and has held it in 16 quarters since. The position peaked at $65K in Q1 2024. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Concord Wealth Partners held 112 shares of iShares Morningstar Small-Cap Growth ETF worth $7.34K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #613 holding.
  • Concord Wealth Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • Concord Wealth Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $65K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.