Everhart Financial Group
ISCG icon

Everhart Financial Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Everhart Financial Group’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 		$209K Hold
3,409
– – 0.01% 458
2026
Q2 		$223K Buy
+3,409
New +$208K 0.01% 435

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Everhart Financial Group's ISCG Position: Q3 2026 in Review

Everhart Financial Group held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2026 at 3,409 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #458.

Everhart Financial Group first reported a position in ISCG in Q2 2026 and has held it in 2 quarters since. The position peaked at $223K in Q2 2026. 43 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

  • Everhart Financial Group held 3,409 shares of iShares Morningstar Small-Cap Growth ETF worth $209K as of Q3 2026.
  • Everhart Financial Group left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #458 holding.
  • Everhart Financial Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's iShares Morningstar Small-Cap Growth ETF position peaked at $223K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.