Farther Finance Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Farther Finance 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
2026 Q2	$1.07M	Buy	16,279 +2,124	+15%	+$130K	0.01%	1058
2026 Q1	$785K	Sell	14,155 -14,224	-50%	-$818K	0.01%	1128
2025 Q4	$1.57M	Buy	28,379 +22,319	+368%	+$1.23M	0.02%	681
2025 Q3	$329K	Sell	6,060 -31,658	-84%	-$1.65M	0.01%	1332
2025 Q2	$1.88M	Buy	37,718 +32,802	+667%	+$1.51M	0.04%	382
2025 Q1	$222K	Buy	4,916 +4,909	+70,129%	+$240K	0.01%	1184
2024 Q4	$355	Hold	7	–	–	﹤0.01%	3517
2024 Q3	$350	Sell	7 -412	-98%	-$19.4K	﹤0.01%	3507
2024 Q2	$18.9K	Sell	419 -46	-10%	-$2.07K	﹤0.01%	1799
2024 Q1	$21.4K	Buy	465 +411	+761%	+$18.2K	﹤0.01%	1467
2023 Q4	$2.38K	Buy	+54	New	+$2.12K	﹤0.01%	2362

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Farther Finance Advisors's ISCG Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 15% in Q2 2026, buying an estimated $130K and bringing the position to 16,279 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1058.

Farther Finance Advisors first reported a position in ISCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2025. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Farther Finance Advisors held 16,279 shares of iShares Morningstar Small-Cap Growth ETF worth $1.07M as of Q2 2026.
Farther Finance Advisors bought 2,124 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $130K.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1058 holding.
Farther Finance Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $1.88M in Q2 2025.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.