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IAG Wealth Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

IAG Wealth 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
Q1 		$4.28M Buy
78,077
+1,894
+2% +$109K 0.48% 46
2025
Q4 		$4.23M Buy
76,183
+3,315
+5% +$183K 0.49% 43
2025
Q3 		$3.96M Buy
72,868
+3,551
+5% +$185K 0.48% 42
2025
Q2 		$3.45M Sell
69,317
-5,585
-7% -$258K 0.46% 41
2025
Q1 		$3.37M Buy
74,902
+3,537
+5% +$173K 0.52% 39
2024
Q4 		$3.53M Sell
71,365
-150
-0.2% -$7.63K 0.62% 36
2024
Q3 		$3.5M Buy
71,515
+1,934
+3% +$91K 0.65% 34
2024
Q2 		$3.16M Buy
69,581
+4,049
+6% +$182K 0.64% 34
2024
Q1 		$3.05M Buy
65,532
+2,928
+5% +$130K 0.66% 31
2023
Q4 		$2.75M Buy
+62,604
New +$2.46M 0.63% 32

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return