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Edge Financial Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$251K Sell
4,525
-309
-6% -$17.1K 0.11% 122
2025
Q3 		$263K Buy
+4,834
New +$252K 0.12% 119

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Edge Financial Advisors's ISCG Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 6.4% in Q4 2025, selling an estimated $17.1K and leaving 4,525 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #122.

Edge Financial Advisors first reported a position in ISCG in Q3 2025 and has held it in 2 quarters since. The position peaked at $263K in Q3 2025. 156 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

  • Edge Financial Advisors held 4,525 shares of iShares Morningstar Small-Cap Growth ETF worth $251K as of Q4 2025.
  • Edge Financial Advisors sold 309 iShares Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $17.1K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.11% of Edge Financial Advisors's portfolio in Q4 2025, its #122 holding.
  • Edge Financial Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Edge Financial Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $263K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.