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

Flagstar 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 		$226K Sell
3,441
-426
-11% -$26K 0.07% 172
2026
Q1 		$212K Buy
3,867
+132
+4% +$7.59K 0.08% 170
2025
Q4 		$207K Sell
3,735
-765
-17% -$42.3K 0.07% 176
2025
Q3 		$244K Sell
4,500
-219
-5% -$11.4K 0.07% 171
2025
Q2 		$235K Buy
4,719
+5
+0.1% +$231 0.07% 186
2025
Q1 		$212K Buy
4,714
+18
+0.4% +$882 0.05% 209
2024
Q4 		$232K Sell
4,696
-111
-2% -$5.65K 0.06% 201
2024
Q3 		$235K Sell
4,807
-213
-4% -$10K 0.06% 196
2024
Q2 		$228K Sell
5,020
-346
-6% -$15.6K 0.06% 183
2024
Q1 		$250K Sell
5,366
-753
-12% -$33.3K 0.07% 169
2023
Q4 		$269K Buy
6,119
+123
+2% +$4.83K 0.09% 157
2023
Q3 		$233K Buy
5,996
+467
+8% +$19.2K 0.09% 147
2023
Q2 		$229K Buy
5,529
+97
+2% +$3.8K 0.09% 147
2023
Q1 		$212K Buy
+5,432
New +$211K 0.08% 154
2022
Q4 		– Sell
-5,130
Closed -$178K – 214
2022
Q3 		$178K Sell
5,130
-712
-12% -$27.3K 0.07% 153
2022
Q2 		$206K Sell
5,842
-519
-8% -$20.1K 0.08% 144
2022
Q1 		$281K Sell
6,361
-684
-10% -$30K 0.09% 128
2021
Q4 		$350K Sell
7,045
-43
-0.6% -$2.18K 0.11% 113
2021
Q3 		$349K Buy
+7,088
New +$357K 0.12% 108

Other funds holding ISCG

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return