Atomic Invest LLC’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Atomic Invest LLC’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	$37.8K	Buy	+673	New	+$37.2K	0.02%	101

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

Atomic Invest LLC's ISCG Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2025: 673 shares worth $37.8K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings.

157 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

Atomic Invest LLC held 673 shares of iShares Morningstar Small-Cap Growth ETF worth $37.8K as of Q4 2025.
iShares Morningstar Small-Cap Growth ETF was a new Atomic Invest LLC position in Q4 2025.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of Atomic Invest LLC's portfolio in Q4 2025, its #101 holding.
157 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.