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

Creekside 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 Q2	$1.3M	Buy	19,807 +23	+0.1%	+$1.41K	0.47%	54
2026 Q1	$1.08M	Sell	19,784 -498	-2%	-$28.6K	0.45%	55
2025 Q4	$1.12M	Buy	20,282 +28	+0.1%	+$1.55K	0.48%	52
2025 Q3	$1.1M	Buy	20,254 +24	+0.1%	+$1.25K	0.48%	54
2025 Q2	$1.01M	Buy	20,230 +25	+0.1%	+$1.15K	0.48%	50
2025 Q1	$910K	Sell	20,205 -1,033	-5%	-$50.6K	0.48%	50
2024 Q4	$1.05M	Sell	21,238 -588	-3%	-$29.9K	0.54%	44
2024 Q3	$1.07M	Sell	21,826 -583	-3%	-$27.4K	0.55%	44
2024 Q2	$1.02M	Buy	+22,409	New	+$1.01M	0.56%	44

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

Creekside Partners's ISCG Position: Q2 2026 in Review

Creekside Partners increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.12% in Q2 2026, buying an estimated $1.41K and bringing the position to 19,807 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #54.

Creekside Partners first reported a position in ISCG in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Creekside Partners held 19,807 shares of iShares Morningstar Small-Cap Growth ETF worth $1.3M as of Q2 2026.
Creekside Partners bought 23 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.41K.
iShares Morningstar Small-Cap Growth ETF made up 0.47% of Creekside Partners's portfolio in Q2 2026, its #54 holding.
Creekside Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.