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 Q2	$5.1M	Sell	77,865 -212	-0.3%	-$13K	0.51%	44
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 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

IAG Wealth Partners's ISCG Position: Q2 2026 in Review

IAG Wealth Partners reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.27% in Q2 2026, selling an estimated $13K and leaving 77,865 shares worth $5.1M. The position accounts for 0.51% of the portfolio, ranked #44.

IAG Wealth Partners first reported a position in ISCG in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

IAG Wealth Partners held 77,865 shares of iShares Morningstar Small-Cap Growth ETF worth $5.1M as of Q2 2026.
IAG Wealth Partners sold 212 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $13K.
iShares Morningstar Small-Cap Growth ETF made up 0.51% of IAG Wealth Partners's portfolio in Q2 2026, its #44 holding.
IAG Wealth Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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