Flagstar Advisors
ISCG icon

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
Q3 		– Sell
-3,441
Closed -$226K – 187
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Ipsen Advisor Group
Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Steinberganna Wealth Management
Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Flagstar Advisors's ISCG Position: Q3 2026 in Review

Flagstar Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2026, closing a stake of 3,441 shares — an estimated $226K sold.

Flagstar Advisors first reported a position in ISCG in Q3 2021 and held it in 19 quarters. The position peaked at $350K in Q4 2021. 55 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

  • Flagstar Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Flagstar Advisors sold 3,441 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $226K.
  • Flagstar Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2021 and held it in 19 quarters.
  • Flagstar Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $350K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.