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

Congress 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
2025
Q2 		– Sell
-4,870
Closed -$219K – 1199
2025
Q1 		$219K Buy
+4,870
New +$239K ﹤0.01% 1016

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Congress Wealth Management's ISCG Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2025, closing a stake of 4,870 shares — an estimated $219K sold.

Congress Wealth Management first reported a position in ISCG in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 147 funds tracked by Wall St. Rank hold ISCG as of Q2 2025.

  • Congress Wealth Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 4,870 iShares Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $219K.
  • Congress Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $219K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.