IAIM
ISCG icon

International Assets Investment Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

International Assets Investment Management’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 		$195K Buy
+3,000
New +$183K 0.01% 875
2024
Q3 		– Sell
-98
Closed -$4.46K – 2212
2024
Q2 		$4.46K Buy
+98
New +$4.41K ﹤0.01% 1874
2021
Q2 		– Sell
-150
Closed -$8K – 1164
2021
Q1 		$8K Hold
150
– – ﹤0.01% 1641
2020
Q4 		$8K Buy
+150
New +$6.8K ﹤0.01% 1499

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

International Assets Investment Management's ISCG Position: Q2 2026 in Review

International Assets Investment Management opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,000 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in ISCG as recently as Q2 2024.

International Assets Investment Management first reported a position in ISCG in Q4 2020 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • International Assets Investment Management held 3,000 shares of iShares Morningstar Small-Cap Growth ETF worth $195K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new International Assets Investment Management position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #875 holding.
  • International Assets Investment Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.