Investors Research Corp’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Investors Research Corp’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
2025 Q4	–	Sell	-72	Closed	-$3.91K	–	872
2025 Q3	$3.91K	Hold	72	–	–	﹤0.01%	751
2025 Q2	$3.58K	Hold	72	–	–	﹤0.01%	797
2025 Q1	$3.24K	Hold	72	–	–	﹤0.01%	817
2024 Q4	$3.56K	Hold	72	–	–	﹤0.01%	804
2024 Q3	$3.52K	Hold	72	–	–	﹤0.01%	838
2024 Q2	$3.27K	Hold	72	–	–	﹤0.01%	895
2024 Q1	$3.35K	Hold	72	–	–	﹤0.01%	863
2023 Q4	$3.17K	Hold	72	–	–	﹤0.01%	900
2023 Q3	$2.79K	Hold	72	–	–	﹤0.01%	916
2023 Q2	$2.98K	Hold	72	–	–	﹤0.01%	921
2023 Q1	$2.81K	Hold	72	–	–	﹤0.01%	949
2022 Q4	$2.6K	Hold	72	–	–	﹤0.01%	966
2022 Q3	$2K	Hold	72	–	–	﹤0.01%	979
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	927
2022 Q1	$3K	Hold	72	–	–	﹤0.01%	905
2021 Q4	$4K	Hold	72	–	–	﹤0.01%	862
2021 Q3	$4K	Hold	72	–	–	﹤0.01%	878
2021 Q2	$4K	Hold	72	–	–	﹤0.01%	868
2021 Q1	$4K	Hold	72	–	–	﹤0.01%	858
2020 Q4	$4K	Hold	72	–	–	﹤0.01%	947
2020 Q3	$3K	Hold	72	–	–	﹤0.01%	969
2020 Q2	$3K	Hold	72	–	–	﹤0.01%	971
2020 Q1	$2K	Buy	+72	New	+$2.4K	﹤0.01%	1015

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Investors Research Corp's ISCG Position: Q4 2025 in Review

Investors Research Corp sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2025, closing a stake of 72 shares — an estimated $3.91K sold.

Investors Research Corp first reported a position in ISCG in Q1 2020 and held it in 23 quarters. The position peaked at $4K in Q4 2021. 156 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

Investors Research Corp reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Investors Research Corp sold 72 iShares Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $3.91K.
Investors Research Corp first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2020 and held it in 23 quarters.
Investors Research Corp's iShares Morningstar Small-Cap Growth ETF position peaked at $4K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.