FFA
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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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return