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 Q3	$612K	Sell	10,006 -6,273	-39%	-$399K	﹤0.01%	1438
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Farther Finance Advisors's ISCG Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 39% in Q3 2026, selling an estimated $399K and leaving 10,006 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Farther Finance Advisors first reported a position in ISCG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2025. 43 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Farther Finance Advisors held 10,006 shares of iShares Morningstar Small-Cap Growth ETF worth $612K as of Q3 2026.
Farther Finance Advisors sold 6,273 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $399K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1438 holding.
Farther Finance Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $1.88M in Q2 2025.
43 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.