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

HighTower 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 		$4.33M Sell
66,058
-394
-0.6% -$24.1K ﹤0.01% 1333
2026
Q1 		$3.64M Buy
66,452
+902
+1% +$51.9K ﹤0.01% 1371
2025
Q4 		$3.64M Sell
65,550
-238
-0.4% -$13.2K ﹤0.01% 1336
2025
Q3 		$3.57M Sell
65,788
-923
-1% -$48.1K ﹤0.01% 1301
2025
Q2 		$3.32M Buy
66,711
+22,228
+50% +$1.03M ﹤0.01% 1290
2025
Q1 		$2M Buy
44,483
+41
+0.1% +$2.01K ﹤0.01% 1526
2024
Q4 		$2.2M Buy
44,442
+335
+0.8% +$17.1K ﹤0.01% 1459
2024
Q3 		$2.16M Sell
44,107
-267
-0.6% -$12.6K ﹤0.01% 1474
2024
Q2 		$2.02M Buy
44,374
+42
+0.1% +$1.89K ﹤0.01% 1450
2024
Q1 		$2.06M Buy
44,332
+2,458
+6% +$109K ﹤0.01% 1416
2023
Q4 		$1.84M Buy
41,874
+1,055
+3% +$41.5K ﹤0.01% 1483
2023
Q3 		$1.58M Buy
40,819
+66
+0.2% +$2.71K ﹤0.01% 1510
2023
Q2 		$1.69M Buy
40,753
+1,100
+3% +$43.1K ﹤0.01% 1444
2023
Q1 		$1.55M Sell
39,653
-333
-0.8% -$13K ﹤0.01% 1437
2022
Q4 		$1.44M Buy
39,986
+32,552
+438% +$1.19M ﹤0.01% 1465
2022
Q3 		$258K Hold
7,434
– – ﹤0.01% 2437
2022
Q2 		$263K Hold
7,434
– – ﹤0.01% 2448
2022
Q1 		$329K Buy
+7,434
New +$326K ﹤0.01% 2455
2017
Q4 		– Sell
-17,004
Closed -$483K – 2333
2017
Q3 		$483K Buy
+17,004
New +$461K ﹤0.01% 1454
2016
Q1 		– Sell
-12,228
Closed -$276K – 2125
2015
Q4 		$276K Sell
12,228
-14,112
-54% -$320K ﹤0.01% 1604
2015
Q3 		$567K Buy
26,340
+15,030
+133% +$351K 0.01% 1149
2015
Q2 		$273K Buy
+11,310
New +$273K ﹤0.01% 1231

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

HighTower Advisors's ISCG Position: Q2 2026 in Review

HighTower Advisors reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.59% in Q2 2026, selling an estimated $24.1K and leaving 66,058 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

HighTower Advisors first reported a position in ISCG in Q2 2015 and has held it in 22 quarters since. 98 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • HighTower Advisors held 66,058 shares of iShares Morningstar Small-Cap Growth ETF worth $4.33M as of Q2 2026.
  • HighTower Advisors sold 394 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $24.1K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1333 holding.
  • HighTower Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2015 and has held it in 22 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.