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Creative Financial Designs’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Creative Financial Designs’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 		$506K Sell
9,225
-882
-9% -$50.7K 0.03% 334
2025
Q4 		$561K Buy
10,107
+684
+7% +$37.8K 0.04% 315
2025
Q3 		$512K Buy
9,423
+471
+5% +$24.6K 0.03% 323
2025
Q2 		$445K Sell
8,952
-17,089
-66% -$789K 0.03% 337
2025
Q1 		$1.17M Sell
26,041
-792
-3% -$38.8K 0.09% 176
2024
Q4 		$1.33M Buy
26,833
+20,948
+356% +$1.07M 0.11% 160
2024
Q3 		$288K Sell
5,885
-13,523
-70% -$636K 0.02% 373
2024
Q2 		$882K Sell
19,408
-2,283
-11% -$103K 0.08% 193
2024
Q1 		$1.01M Sell
21,691
-69,487
-76% -$3.07M 0.1% 166
2023
Q4 		$4.01M Buy
91,178
+7,524
+9% +$296K 0.41% 56
2023
Q3 		$3.24M Buy
83,654
+8,361
+11% +$344K 0.38% 63
2023
Q2 		$3.12M Sell
75,293
-25,774
-26% -$1.01M 0.37% 63
2023
Q1 		$3.94M Buy
101,067
+5,732
+6% +$223K 0.52% 44
2022
Q4 		$3.44M Buy
95,335
+5,920
+7% +$217K 0.51% 45
2022
Q3 		$3.1M Buy
89,415
+4,260
+5% +$163K 0.51% 42
2022
Q2 		$3.01M Buy
85,155
+8,487
+11% +$328K 0.49% 43
2022
Q1 		$3.39M Buy
76,668
+5,865
+8% +$257K 0.52% 44
2021
Q4 		$3.52M Buy
70,803
+6,631
+10% +$336K 0.53% 42
2021
Q3 		$3.16M Buy
64,172
+5,259
+9% +$265K 0.52% 40
2021
Q2 		$3.05M Buy
58,913
+6,659
+13% +$337K 0.53% 41
2021
Q1 		$2.62M Buy
+52,254
New +$2.79M 0.51% 41

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 $377B AUM 19.32% 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 $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Creative Financial Designs's ISCG Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 8.7% in Q1 2026, selling an estimated $50.7K and leaving 9,225 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #334.

Creative Financial Designs first reported a position in ISCG in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.01M in Q4 2023. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Creative Financial Designs held 9,225 shares of iShares Morningstar Small-Cap Growth ETF worth $506K as of Q1 2026.
  • Creative Financial Designs sold 882 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $50.7K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #334 holding.
  • Creative Financial Designs first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's iShares Morningstar Small-Cap Growth ETF position peaked at $4.01M in Q4 2023.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.