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Gilliland Jeter Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Gilliland Jeter Wealth 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 		$995K Buy
15,174
+1,779
+13% +$109K 0.26% 81
2026
Q1 		$734K Buy
13,395
+1,177
+10% +$67.7K 0.22% 89
2025
Q4 		$678K Buy
12,218
+1,234
+11% +$68.2K 0.2% 96
2025
Q3 		$597K Buy
10,984
+13
+0.1% +$678 0.18% 103
2025
Q2 		$546K Buy
10,971
+871
+9% +$40.2K 0.18% 106
2025
Q1 		$455K Buy
10,100
+122
+1% +$5.97K 0.16% 110
2024
Q4 		$494K Buy
9,978
+718
+8% +$36.5K 0.17% 110
2024
Q3 		$453K Buy
9,260
+7,439
+409% +$350K 0.15% 112
2024
Q2 		$82.8K Buy
+1,821
New +$81.9K 0.03% 232

Other funds holding ISCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
NAMNJ
NorthStar Asset Management (New Jersey) Hackettstown, New Jersey $246M AUM 25.97% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Gilliland Jeter Wealth Management's ISCG Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 13% in Q2 2026, buying an estimated $109K and bringing the position to 15,174 shares worth $995K. The position accounts for 0.26% of the portfolio, ranked #81.

Gilliland Jeter Wealth Management first reported a position in ISCG in Q2 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Gilliland Jeter Wealth Management held 15,174 shares of iShares Morningstar Small-Cap Growth ETF worth $995K as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 1,779 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $109K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.26% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.