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

Creative Planning’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	$1.4M	Sell	21,366 -119	-0.6%	-$7.27K	﹤0.01%	2370
2026 Q1	$1.18M	Buy	21,485 +234	+1%	+$13.5K	﹤0.01%	2327
2025 Q4	$1.18M	Sell	21,251 -2,117	-9%	-$117K	﹤0.01%	2164
2025 Q3	$1.27M	Sell	23,368 -4,973	-18%	-$259K	﹤0.01%	1901
2025 Q2	$1.41M	Buy	28,341 +6,336	+29%	+$293K	﹤0.01%	1588
2025 Q1	$991K	Buy	22,005 +11,992	+120%	+$587K	﹤0.01%	1723
2024 Q4	$495K	Sell	10,013 -2,079	-17%	-$106K	﹤0.01%	2234
2024 Q3	$592K	Sell	12,092 -1,927	-14%	-$90.6K	﹤0.01%	1953
2024 Q2	$638K	Sell	14,019 -177	-1%	-$7.96K	﹤0.01%	1760
2024 Q1	$661K	Buy	14,196 +570	+4%	+$25.2K	﹤0.01%	1646
2023 Q4	$600K	Buy	13,626 +151	+1%	+$5.93K	﹤0.01%	1578
2023 Q3	$522K	Hold	13,475	–	–	﹤0.01%	1539
2023 Q2	$558K	Hold	13,475	–	–	﹤0.01%	1482
2023 Q1	$525K	Hold	13,475	–	–	﹤0.01%	1431
2022 Q4	$486K	Sell	13,475 -1,108	-8%	-$40.6K	﹤0.01%	1447
2022 Q3	$505K	Sell	14,583 -109	-0.7%	-$4.17K	﹤0.01%	1329
2022 Q2	$519K	Buy	14,692 +600	+4%	+$23.2K	﹤0.01%	1295
2022 Q1	$622K	Buy	14,092 +551	+4%	+$24.1K	﹤0.01%	1218
2021 Q4	$672K	Hold	13,541	–	–	﹤0.01%	1141
2021 Q3	$667K	Hold	13,541	–	–	﹤0.01%	1142
2021 Q2	$702K	Sell	13,541 -13	-0.1%	-$658	﹤0.01%	1093
2021 Q1	$679K	Sell	13,554 -1,998	-13%	-$107K	﹤0.01%	1245
2020 Q4	$787K	Buy	15,552 +3,636	+31%	+$165K	﹤0.01%	1065
2020 Q3	$472K	Hold	11,916	–	–	﹤0.01%	1165
2020 Q2	$439K	Hold	11,916	–	–	﹤0.01%	1098
2020 Q1	$330K	Buy	11,916 +1,770	+17%	+$59K	﹤0.01%	1138
2019 Q4	$358K	Hold	10,146	–	–	﹤0.01%	1299
2019 Q3	$329K	Hold	10,146	–	–	﹤0.01%	1305
2019 Q2	$344K	Buy	10,146 +3,900	+62%	+$130K	﹤0.01%	1288
2019 Q1	$208K	Buy	+6,246	New	+$199K	﹤0.01%	1560

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

Creative Planning's ISCG Position: Q2 2026 in Review

Creative Planning reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.55% in Q2 2026, selling an estimated $7.27K and leaving 21,366 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Creative Planning first reported a position in ISCG in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.41M in Q2 2025. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Creative Planning held 21,366 shares of iShares Morningstar Small-Cap Growth ETF worth $1.4M as of Q2 2026.
Creative Planning sold 119 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $7.27K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2370 holding.
Creative Planning first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Creative Planning's iShares Morningstar Small-Cap Growth ETF position peaked at $1.41M in Q2 2025.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.