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

Connecticut 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 Q2	$225K	Buy	+3,440	New	+$210K	0.01%	321
2021 Q3	–	Sell	-3,851	Closed	-$200K	–	202
2021 Q2	$200K	Buy	+3,851	New	+$195K	0.02%	192
2019 Q3	–	Sell	-6,060	Closed	-$206K	–	149
2019 Q2	$206K	Buy	+6,060	New	+$202K	0.03%	141

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

Connecticut Wealth Management's ISCG Position: Q2 2026 in Review

Connecticut Wealth Management opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,440 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in ISCG as recently as Q2 2021.

Connecticut Wealth Management first reported a position in ISCG in Q2 2019 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Connecticut Wealth Management held 3,440 shares of iShares Morningstar Small-Cap Growth ETF worth $225K as of Q2 2026.
iShares Morningstar Small-Cap Growth ETF was a new Connecticut Wealth Management position in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #321 holding.
Connecticut Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2019 and has held it in 3 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.