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GeoWealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

GeoWealth Management’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 		$3.47K Buy
53
+7
+15% +$428 ﹤0.01% 877
2026
Q1 		$2.52K Buy
+46
New +$2.65K ﹤0.01% 843

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

GeoWealth Management's ISCG Position: Q2 2026 in Review

GeoWealth Management increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 15% in Q2 2026, buying an estimated $428 and bringing the position to 53 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

GeoWealth Management first reported a position in ISCG in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • GeoWealth Management held 53 shares of iShares Morningstar Small-Cap Growth ETF worth $3.47K as of Q2 2026.
  • GeoWealth Management bought 7 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $428.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #877 holding.
  • GeoWealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.