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Cornerstone Planning Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-150
Closed -$8.27K – 1775
2025
Q3 		$8.27K Buy
+150
New +$7.82K ﹤0.01% 819

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 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 $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cornerstone Planning Group's ISCG Position: Q4 2025 in Review

Cornerstone Planning Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2025, closing a stake of 150 shares — an estimated $8.27K sold.

Cornerstone Planning Group first reported a position in ISCG in Q3 2025 and held it in 1 quarter. The position peaked at $8.27K in Q3 2025. 156 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

  • Cornerstone Planning Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 150 iShares Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $8.27K.
  • Cornerstone Planning Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's iShares Morningstar Small-Cap Growth ETF position peaked at $8.27K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.