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 Q2	$223K	Buy	+3,409	New	+$208K	0.01%	435

Other funds holding ISCG

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Everhart Financial Group's ISCG Position: Q2 2026 in Review

Everhart Financial Group opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,409 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings.

31 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Everhart Financial Group held 3,409 shares of iShares Morningstar Small-Cap Growth ETF worth $223K as of Q2 2026.
iShares Morningstar Small-Cap Growth ETF was a new Everhart Financial Group position in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #435 holding.
31 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.