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

Copia 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	$1.64K	Hold	25	–	–	﹤0.01%	484
2026 Q1	$1.37K	Hold	25	–	–	﹤0.01%	456
2025 Q4	$1.39K	Hold	25	–	–	﹤0.01%	454
2025 Q3	$1.36K	Hold	25	–	–	﹤0.01%	424
2025 Q2	$1.24K	Hold	25	–	–	﹤0.01%	409
2025 Q1	$1.13K	Hold	25	–	–	﹤0.01%	399
2024 Q4	$1.24K	Buy	+25	New	+$1.27K	﹤0.01%	374

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

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

Copia Wealth Management held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 25 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Copia Wealth Management first reported a position in ISCG in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Copia Wealth Management held 25 shares of iShares Morningstar Small-Cap Growth ETF worth $1.64K as of Q2 2026.
Copia Wealth Management left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #484 holding.
Copia Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.