Fidelity Investments’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Fidelity Investments’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	$1.26M	Buy	19,230 +6,743	+54%	+$412K	﹤0.01%	2915
2026 Q1	$684K	Buy	12,487 +3,871	+45%	+$223K	﹤0.01%	3000
2025 Q4	$478K	Buy	8,616 +287	+3%	+$15.9K	﹤0.01%	3105
2025 Q3	$452K	Buy	8,329 +362	+5%	+$18.9K	﹤0.01%	3067
2025 Q2	$396K	Sell	7,967 -536	-6%	-$24.7K	﹤0.01%	3055
2025 Q1	$383K	Buy	8,503 +3,601	+73%	+$176K	﹤0.01%	2994
2024 Q4	$242K	Sell	4,902 -966	-16%	-$49.2K	﹤0.01%	3192
2024 Q3	$287K	Buy	5,868 +1,369	+30%	+$64.4K	﹤0.01%	3071
2024 Q2	$205K	Buy	4,499 +53	+1%	+$2.38K	﹤0.01%	3016
2024 Q1	$207K	Buy	4,446 +412	+10%	+$18.2K	﹤0.01%	3019
2023 Q4	$177K	Buy	4,034 +1,861	+86%	+$73.1K	﹤0.01%	2995
2023 Q3	$84.2K	Sell	2,173 -203	-9%	-$8.35K	﹤0.01%	3156
2023 Q2	$98.4K	Sell	2,376 -460	-16%	-$18K	﹤0.01%	3169
2023 Q1	$111K	Buy	2,836 +1	+0%	+$39	﹤0.01%	3182
2022 Q4	$102K	Sell	2,835 -3	-0.1%	-$110	﹤0.01%	3204
2022 Q3	$98K	Sell	2,838 -9	-0.3%	-$345	﹤0.01%	3261
2022 Q2	$101K	Sell	2,847 -199	-7%	-$7.7K	﹤0.01%	3325
2022 Q1	$134K	Buy	3,046 +262	+9%	+$11.5K	﹤0.01%	3360
2021 Q4	$138K	Sell	2,784 -3	-0.1%	-$152	﹤0.01%	3020
2021 Q3	$137K	Sell	2,787 -219	-7%	-$11K	﹤0.01%	3015
2021 Q2	$156K	Sell	3,006 -234	-7%	-$11.8K	﹤0.01%	2965
2021 Q1	$162K	Hold	3,240	–	–	﹤0.01%	2852
2020 Q4	$164K	Sell	3,240 -108	-3%	-$4.89K	﹤0.01%	2813
2020 Q3	$133K	Hold	3,348	–	–	﹤0.01%	2745
2020 Q2	$123K	Buy	3,348 +108	+3%	+$3.56K	﹤0.01%	2690
2020 Q1	$90K	Sell	3,240 -414	-11%	-$13.8K	﹤0.01%	2686
2019 Q4	$129K	Buy	3,654 +6	+0.2%	+$203	﹤0.01%	2710
2019 Q3	$118K	Sell	3,648 -96	-3%	-$3.25K	﹤0.01%	2717
2019 Q2	$127K	Buy	3,744 +2,418	+182%	+$80.8K	﹤0.01%	2703
2019 Q1	$44K	Buy	1,326 +6	+0.5%	+$191	﹤0.01%	2810
2018 Q4	$36K	Sell	1,320 -18	-1%	-$552	﹤0.01%	2781
2018 Q3	$48K	Buy	+1,338	New	+$46.5K	﹤0.01%	2837

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

Fidelity Investments's ISCG Position: Q2 2026 in Review

Fidelity Investments increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 54% in Q2 2026, buying an estimated $412K and bringing the position to 19,230 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2915.

Fidelity Investments first reported a position in ISCG in Q3 2018 and has held it in 32 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Fidelity Investments held 19,230 shares of iShares Morningstar Small-Cap Growth ETF worth $1.26M as of Q2 2026.
Fidelity Investments bought 6,743 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $412K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2915 holding.
Fidelity Investments first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.