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IEQ Capital’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

IEQ Capital’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 		$2.33M Sell
35,547
-141
-0.4% -$8.62K 0.01% 753
2026
Q1 		$1.96M Sell
35,688
-141
-0.4% -$8.11K 0.01% 775
2025
Q4 		$1.99M Buy
35,829
+141
+0.4% +$7.79K 0.01% 793
2025
Q3 		$1.94M Buy
35,688
+3,447
+11% +$180K 0.01% 782
2025
Q2 		$1.6M Hold
32,241
– – 0.01% 705
2025
Q1 		$1.45M Hold
32,241
– – 0.01% 660
2024
Q4 		$1.59M Buy
32,241
+1
+0% +$51 0.02% 557
2024
Q3 		$1.58M Buy
32,240
+140
+0.4% +$6.58K 0.02% 429
2024
Q2 		$1.46M Hold
32,100
– – 0.02% 401
2024
Q1 		$1.49M Hold
32,100
– – 0.02% 371
2023
Q4 		$1.41M Hold
32,100
– – 0.02% 348
2023
Q3 		$1.24M Hold
32,100
– – 0.03% 351
2023
Q2 		$1.33M Hold
32,100
– – 0.03% 331
2023
Q1 		$1.25M Hold
32,100
– – 0.03% 339
2022
Q4 		$1.16M Hold
32,100
– – 0.03% 337
2022
Q3 		$1.11M Hold
32,100
– – 0.03% 339
2022
Q2 		$1.13M Hold
32,100
– – 0.03% 289
2022
Q1 		$1.42M Hold
32,100
– – 0.03% 266
2021
Q4 		$1.59M Hold
32,100
– – 0.04% 227
2021
Q3 		$1.58M Hold
32,100
– – 0.04% 220
2021
Q2 		$1.66M Buy
+32,100
New +$1.63M 0.05% 196

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

IEQ Capital's ISCG Position: Q2 2026 in Review

IEQ Capital reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.4% in Q2 2026, selling an estimated $8.62K and leaving 35,547 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #753.

IEQ Capital first reported a position in ISCG in Q2 2021 and has held it in 21 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • IEQ Capital held 35,547 shares of iShares Morningstar Small-Cap Growth ETF worth $2.33M as of Q2 2026.
  • IEQ Capital sold 141 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.62K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #753 holding.
  • IEQ Capital first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.