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 Q3	$1.2M	Sell	19,664 -143	-0.7%	-$9.08K	0.45%	56
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creekside Partners's ISCG Position: Q3 2026 in Review

Creekside Partners reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.72% in Q3 2026, selling an estimated $9.08K and leaving 19,664 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #56.

Creekside Partners first reported a position in ISCG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2026. 80 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Creekside Partners held 19,664 shares of iShares Morningstar Small-Cap Growth ETF worth $1.2M as of Q3 2026.
Creekside Partners sold 143 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $9.08K.
iShares Morningstar Small-Cap Growth ETF made up 0.45% of Creekside Partners's portfolio in Q3 2026, its #56 holding.
Creekside Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $1.3M in Q2 2026.
80 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.