GRP
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Global Retirement Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Global Retirement Partners’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 		$319K Buy
+4,875
New +$298K ﹤0.01% 1291
2025
Q4 		$273K Sell
4,921
-5,407
-52% -$299K ﹤0.01% 1289
2025
Q3 		$561K Sell
10,328
-179
-2% -$9.33K 0.01% 730
2025
Q2 		$523K Buy
+10,507
New +$485K 0.01% 693
2024
Q4 		$610K Sell
12,333
-724
-6% -$36.9K 0.02% 571
2024
Q3 		$639K Sell
13,057
-4,403
-25% -$207K 0.02% 566
2024
Q2 		$794K Sell
17,460
-9,336
-35% -$420K 0.02% 486
2024
Q1 		$1.25M Sell
26,796
-1,863
-7% -$82.4K 0.05% 322
2023
Q4 		$1.22M Sell
28,659
-1,081
-4% -$42.5K 0.05% 303
2023
Q3 		$1.12M Buy
29,740
+3
+0% +$123 0.06% 284
2023
Q2 		$1.23M Sell
29,737
-30
-0.1% -$1.18K 0.06% 279
2023
Q1 		$1.13M Sell
29,767
-1,518
-5% -$59.1K 0.06% 284
2022
Q4 		$1.13M Sell
31,285
-1,226
-4% -$44.9K 0.08% 247
2022
Q3 		$1.22M Sell
32,511
-2,768
-8% -$106K 0.09% 225
2022
Q2 		$1.25M Buy
35,279
+1
+0% +$39 0.1% 209
2022
Q1 		$1.28M Buy
+35,278
New +$1.55M 0.1% 212
2021
Q4 		– Sell
-38,881
Closed -$1.92M – 1010
2021
Q3 		$1.92M Sell
38,881
-607
-2% -$30.6K 0.19% 115
2021
Q2 		$2.05M Buy
39,488
+758
+2% +$38.4K 0.21% 108
2021
Q1 		$1.94M Buy
38,730
+366
+1% +$19.5K 0.23% 92
2020
Q4 		$1.94M Buy
38,364
+816
+2% +$37K 0.24% 82
2020
Q3 		$1.49M Sell
37,548
-1,242
-3% -$48.3K 0.22% 98
2020
Q2 		$1.43M Buy
38,790
+38,292
+7,689% +$1.26M 0.23% 97
2020
Q1 		$14K Hold
498
– – ﹤0.01% 920
2019
Q4 		$18K Hold
498
– – ﹤0.01% 970
2019
Q3 		$16K Hold
498
– – ﹤0.01% 986
2019
Q2 		$17K Hold
498
– – ﹤0.01% 966
2019
Q1 		$17K Hold
498
– – ﹤0.01% 879
2018
Q4 		$14K Buy
498
+78
+19% +$2.39K ﹤0.01% 863
2018
Q3 		$15K Hold
420
– – ﹤0.01% 917
2018
Q2 		$14K Hold
420
– – ﹤0.01% 907
2018
Q1 		$13K Buy
+420
New +$12.9K ﹤0.01% 883

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

Global Retirement Partners's ISCG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 4,875 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ISCG as recently as Q4 2025.

Global Retirement Partners first reported a position in ISCG in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.05M in Q2 2021. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Global Retirement Partners held 4,875 shares of iShares Morningstar Small-Cap Growth ETF worth $319K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1291 holding.
  • Global Retirement Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 31 quarters since.
  • Global Retirement Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $2.05M in Q2 2021.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.