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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
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

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Osaic Holdings
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Northwestern Mutual Wealth Management
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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