Courage Miller Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Courage Miller Partners’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 Q1	$532K	Sell	9,712 -47	-0.5%	-$2.7K	0.15%	58
2025 Q4	$541K	Sell	9,759 -1,307	-12%	-$72.2K	0.16%	48
2025 Q3	$600K	Sell	11,066 -2,680	-19%	-$140K	0.18%	47
2025 Q2	$684K	Sell	13,746 -469	-3%	-$21.7K	0.22%	44
2025 Q1	$640K	Sell	14,215 -182	-1%	-$8.91K	0.22%	45
2024 Q4	$712K	Sell	14,397 -136	-0.9%	-$6.92K	0.24%	45
2024 Q3	$712K	Sell	14,533 -855	-6%	-$40.2K	0.24%	45
2024 Q2	$700K	Sell	15,388 -10	-0.1%	-$450	0.25%	45
2024 Q1	$717K	Sell	15,398 -194	-1%	-$8.58K	0.25%	46
2023 Q4	$686K	Sell	15,592 -2,509	-14%	-$98.6K	0.26%	44
2023 Q3	$702K	Sell	18,101 -410	-2%	-$16.9K	0.29%	43
2023 Q2	$767K	Sell	18,511 -221	-1%	-$8.65K	0.32%	41
2023 Q1	$730K	Sell	18,732 -562	-3%	-$21.9K	0.31%	42
2022 Q4	$695K	Sell	19,294 -600	-3%	-$22K	0.32%	42
2022 Q3	$690K	Sell	19,894 -431	-2%	-$16.5K	0.35%	39
2022 Q2	$718K	Hold	20,325	–	–	0.34%	38
2022 Q1	$898K	Sell	20,325 -42	-0.2%	-$1.84K	0.36%	38
2021 Q4	$1.01M	Sell	20,367 -749	-4%	-$37.9K	0.38%	39
2021 Q3	$1.04M	Sell	21,116 -1,791	-8%	-$90.2K	0.42%	35
2021 Q2	$1.19M	Sell	22,907 -361	-2%	-$18.3K	0.49%	34
2021 Q1	$1.17M	Sell	23,268 -606	-3%	-$32.3K	0.51%	34
2020 Q4	$1.21M	Sell	23,874 -7,512	-24%	-$340K	0.56%	31
2020 Q3	$1.16M	Hold	31,386	–	–	0.62%	28
2020 Q2	$1.16M	Sell	31,386 -780	-2%	-$25.8K	0.62%	28
2020 Q1	$891K	Sell	32,166 -2,760	-8%	-$92K	0.55%	30
2019 Q4	$1.23M	Sell	34,926 -210	-0.6%	-$7.12K	0.63%	31
2019 Q3	$1.14M	Sell	35,136 -1,572	-4%	-$53.1K	0.63%	31
2019 Q2	$1.25M	Sell	36,708 -714	-2%	-$23.9K	0.68%	32
2019 Q1	$1.24M	Sell	37,422 -462	-1%	-$14.7K	0.7%	38
2018 Q4	$1.05M	Hold	37,884	–	–	0.62%	38
2018 Q3	$1.34M	Sell	37,884 -150	-0.4%	-$5.21K	0.77%	33
2018 Q2	$1.26M	Sell	38,034 -84	-0.2%	-$2.7K	0.75%	36
2018 Q1	$1.18M	Sell	38,118 -1,506	-4%	-$46.2K	0.71%	37
2017 Q4	$1.19M	Sell	39,624 -3,408	-8%	-$99.5K	0.72%	40
2017 Q3	$1.22M	Sell	43,032 -264	-0.6%	-$7.16K	0.76%	37
2017 Q2	$1.16M	Buy	43,296 +54	+0.1%	+$1.41K	0.76%	36
2017 Q1	$1.1M	Sell	43,242 -618	-1%	-$15.5K	0.76%	37
2016 Q4	$1.06M	Sell	43,860 -7,722	-15%	-$183K	0.74%	39
2016 Q3	$1.24M	Sell	51,582 -906	-2%	-$21.5K	0.86%	37
2016 Q2	$1.17M	Sell	52,488 -3,306	-6%	-$72.5K	0.84%	38
2016 Q1	$1.2M	Sell	55,794 -5,136	-8%	-$103K	0.84%	38
2015 Q4	$1.37M	Buy	60,930 +2,124	+4%	+$48.1K	0.95%	37
2015 Q3	$1.26M	Sell	58,806 -318	-0.5%	-$7.42K	0.94%	37
2015 Q2	$1.43M	Sell	59,124 -486	-0.8%	-$11.7K	1.06%	37
2015 Q1	$1.43M	Sell	59,610 -4,428	-7%	-$102K	1.07%	37
2014 Q4	$1.44M	Sell	64,038 -522	-0.8%	-$11.3K	1.19%	38
2014 Q3	$1.36M	Buy	64,560 +1,464	+2%	+$31.6K	1.06%	37
2014 Q2	$1.41M	Sell	63,096 -32,148	-34%	-$684K	1.03%	38
2014 Q1	$2.08M	Sell	95,244 -1,782	-2%	-$39.1K	1.63%	27
2013 Q4	$2.14M	Sell	97,026 -14,910	-13%	-$316K	1.81%	23
2013 Q3	$2.3M	Sell	111,936 -19,530	-15%	-$384K	1.89%	21
2013 Q2	$2.39M	Buy	+131,466	New	+$2.31M	2.17%	19

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Courage Miller Partners's ISCG Position: Q1 2026 in Review

Courage Miller Partners reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.48% in Q1 2026, selling an estimated $2.7K and leaving 9,712 shares worth $532K. The position accounts for 0.15% of the portfolio, ranked #58.

Courage Miller Partners first reported a position in ISCG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.39M in Q2 2013. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

Courage Miller Partners held 9,712 shares of iShares Morningstar Small-Cap Growth ETF worth $532K as of Q1 2026.
Courage Miller Partners sold 47 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $2.7K.
iShares Morningstar Small-Cap Growth ETF made up 0.15% of Courage Miller Partners's portfolio in Q1 2026, its #58 holding.
Courage Miller Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
Courage Miller Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $2.39M in Q2 2013.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.