Focus Partners Wealth
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Focus Partners Wealth’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Focus Partners Wealth’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 		$52.4M Sell
955,722
-18,121
-2% -$1.04M 0.06% 280
2025
Q4 		$54M Sell
973,843
-24,393
-2% -$1.35M 0.06% 276
2025
Q3 		$54.2M Sell
998,236
-3,169
-0.3% -$165K 0.09% 206
2025
Q2 		$49.8M Sell
1,001,405
-821,949
-45% -$37.9M 0.11% 187
2025
Q1 		$82.1M Buy
1,823,354
+1,370,872
+303% +$67.1M 0.21% 107
2024
Q4 		$22.4M Buy
452,482
+7,813
+2% +$398K 0.06% 298
2024
Q3 		$21.8M Buy
444,669
+20,494
+5% +$964K 0.07% 275
2024
Q2 		$19.3M Buy
424,175
+60,243
+17% +$2.71M 0.06% 251
2024
Q1 		$16.9M Buy
363,932
+88,361
+32% +$3.91M 0.14% 164
2023
Q4 		$12.1M Buy
+275,571
New +$10.8M 0.16% 135

Other funds holding ISCG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return