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Garton & Associates Financial Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-2,568
Closed -$142K – 401
2025
Q4 		$142K Buy
+2,568
New +$142K 0.08% 175

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Garton & Associates Financial Advisors's ISCG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026, closing a stake of 2,568 shares — an estimated $142K sold.

Garton & Associates Financial Advisors first reported a position in ISCG in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,568 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $142K.
  • Garton & Associates Financial Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $142K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.