IFG
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Independent Financial Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Independent Financial Group’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 		$1.75M Buy
26,645
+4,637
+21% +$283K 0.03% 492
2026
Q1 		$1.21M Buy
22,008
+2,049
+10% +$118K 0.03% 556
2025
Q4 		$1.11M Buy
19,959
+5,024
+34% +$278K 0.02% 582
2025
Q3 		$811K Buy
14,935
+8,233
+123% +$429K 0.02% 677
2025
Q2 		$333K Sell
6,702
-67
-1% -$3.09K 0.01% 976
2025
Q1 		$305K Hold
6,769
– – 0.01% 931
2024
Q4 		$335K Buy
6,769
+2,326
+52% +$118K 0.01% 861
2024
Q3 		$218K Sell
4,443
-2,120
-32% -$99.7K 0.01% 1029
2024
Q2 		$298K Buy
6,563
+1,255
+24% +$56.5K 0.01% 841
2024
Q1 		$247K Hold
5,308
– – 0.01% 871
2023
Q4 		$234K Buy
+5,308
New +$209K 0.01% 836
2022
Q1 		– Sell
-4,261
Closed -$212K – 806
2021
Q4 		$212K Buy
+4,261
New +$216K 0.02% 712
2021
Q3 		– Sell
-5,306
Closed -$275K – 732
2021
Q2 		$275K Sell
5,306
-1,846
-26% -$93.5K 0.03% 556
2021
Q1 		$358K Buy
7,152
+1,404
+24% +$74.9K 0.05% 416
2020
Q4 		$291K Sell
5,748
-996
-15% -$45.1K 0.04% 431
2020
Q3 		$267K Buy
+6,744
New +$262K 0.05% 372

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

Independent Financial Group's ISCG Position: Q2 2026 in Review

Independent Financial Group increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 21% in Q2 2026, buying an estimated $283K and bringing the position to 26,645 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #492.

Independent Financial Group first reported a position in ISCG in Q3 2020 and has held it in 16 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Independent Financial Group held 26,645 shares of iShares Morningstar Small-Cap Growth ETF worth $1.75M as of Q2 2026.
  • Independent Financial Group bought 4,637 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $283K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #492 holding.
  • Independent Financial Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 16 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.