Glassy Mountain Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Glassy Mountain 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 Q2	$82.8K	Buy	1,264 +2	+0.2%	+$122	0.02%	70
2026 Q1	$69.2K	Buy	1,262 +2	+0.2%	+$115	0.02%	68
2025 Q4	$69.9K	Buy	1,260 +3	+0.2%	+$166	0.02%	70
2025 Q3	$68.3K	Buy	+1,257	New	+$65.5K	0.02%	69
2023 Q1	–	Sell	-1,231	Closed	-$44.4K	–	116
2022 Q4	$44.4K	Buy	+1,231	New	+$45.1K	0.02%	122

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glassy Mountain Advisors's ISCG Position: Q2 2026 in Review

Glassy Mountain Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.16% in Q2 2026, buying an estimated $122 and bringing the position to 1,264 shares worth $82.8K. The position accounts for 0.02% of the portfolio, ranked #70.

Glassy Mountain Advisors first reported a position in ISCG in Q4 2022 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Glassy Mountain Advisors held 1,264 shares of iShares Morningstar Small-Cap Growth ETF worth $82.8K as of Q2 2026.
Glassy Mountain Advisors bought 2 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $122.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of Glassy Mountain Advisors's portfolio in Q2 2026, its #70 holding.
Glassy Mountain Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.