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Harbour Investments’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Harbour Investments’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 		$186K Buy
2,837
+314
+12% +$19.2K ﹤0.01% 1646
2026
Q1 		$138K Buy
2,523
+1,809
+253% +$104K ﹤0.01% 1738
2025
Q4 		$39.6K Sell
714
-272
-28% -$15K ﹤0.01% 2063
2025
Q3 		$53.6K Buy
986
+36
+4% +$1.88K ﹤0.01% 1876
2025
Q2 		$47.3K Sell
950
-2,827
-75% -$131K ﹤0.01% 1861
2025
Q1 		$170K Buy
3,777
+592
+19% +$29K ﹤0.01% 1172
2024
Q4 		$158K Buy
3,185
+915
+40% +$46.6K ﹤0.01% 1149
2024
Q3 		$111K Sell
2,270
-75
-3% -$3.53K ﹤0.01% 1269
2024
Q2 		$107K Sell
2,345
-2
-0.1% -$90 ﹤0.01% 1208
2024
Q1 		$109K Sell
2,347
-74
-3% -$3.27K ﹤0.01% 1170
2023
Q4 		$107K Buy
2,421
+7
+0.3% +$275 ﹤0.01% 1110
2023
Q3 		$93.6K Buy
2,414
+5
+0.2% +$206 ﹤0.01% 1075
2023
Q2 		$99.7K Buy
2,409
+14
+0.6% +$548 ﹤0.01% 1061
2023
Q1 		$93.4K Buy
2,395
+615
+35% +$23.9K 0.01% 1075
2022
Q4 		$64.2K Sell
1,780
-820
-32% -$30K ﹤0.01% 1198
2022
Q3 		$92K Hold
2,600
– – 0.01% 1004
2022
Q2 		$92K Buy
+2,600
New +$101K 0.01% 1004
2021
Q4 		$80K Sell
1,619
-8,729
-84% -$442K ﹤0.01% 1065
2021
Q3 		$510K Sell
10,348
-2,429
-19% -$122K 0.02% 635
2021
Q2 		$662K Sell
12,777
-17,385
-58% -$880K 0.02% 565
2021
Q1 		$1.51M Buy
+30,162
New +$1.61M 0.05% 309

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

Harbour Investments's ISCG Position: Q2 2026 in Review

Harbour Investments increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 12% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,837 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Harbour Investments first reported a position in ISCG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.51M in Q1 2021. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Harbour Investments held 2,837 shares of iShares Morningstar Small-Cap Growth ETF worth $186K as of Q2 2026.
  • Harbour Investments bought 314 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $19.2K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1646 holding.
  • Harbour Investments first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Morningstar Small-Cap Growth ETF position peaked at $1.51M in Q1 2021.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.