GSC
ISCG icon

G&S Capital’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

G&S Capital’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 		$1.3M Buy
+19,860
New +$1.21M 0.38% 77
2021
Q1 		– Sell
-16,926
Closed -$856K – 114
2020
Q4 		$856K Buy
+16,926
New +$767K 0.51% 52

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

G&S Capital's ISCG Position: Q2 2026 in Review

G&S Capital opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 19,860 shares worth $1.3M. The stake represents 0.38% of the portfolio and ranks #77 among its holdings. This is a return to the name: G&S Capital previously reported a position in ISCG as recently as Q4 2020.

G&S Capital first reported a position in ISCG in Q4 2020 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • G&S Capital held 19,860 shares of iShares Morningstar Small-Cap Growth ETF worth $1.3M as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new G&S Capital position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.38% of G&S Capital's portfolio in Q2 2026, its #77 holding.
  • G&S Capital first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.