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 Q3	$210K	Hold	3,440	–	–	0.01%	328
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

MAG

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

SWM

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Connecticut Wealth Management's ISCG Position: Q3 2026 in Review

Connecticut Wealth Management held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2026 at 3,440 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #328.

Connecticut Wealth Management first reported a position in ISCG in Q2 2019 and has held it in 4 quarters since. The position peaked at $225K in Q2 2026. 26 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Connecticut Wealth Management held 3,440 shares of iShares Morningstar Small-Cap Growth ETF worth $210K as of Q3 2026.
Connecticut 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 Connecticut Wealth Management's portfolio in Q3 2026, its #328 holding.
Connecticut Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2019 and has held it in 4 quarters since.
Connecticut Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $225K in Q2 2026.
26 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

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