IAG
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Ipsen Advisor Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Ipsen Advisor 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
Q1 		$6.33M Buy
115,493
+1,874
+2% +$108K 4.43% 3
2025
Q4 		$6.3M Buy
113,619
+486
+0.4% +$26.9K 4.48% 3
2025
Q3 		$6.14M Buy
113,133
+901
+0.8% +$47K 4.42% 5
2025
Q2 		$5.58M Buy
112,232
+3,334
+3% +$154K 4.25% 6
2025
Q1 		$4.91M Buy
108,898
+1,874
+2% +$91.8K 4.22% 6
2024
Q4 		$5.29M Buy
+107,024
New +$5.45M 4.52% 6
2022
Q4 		$3.09M Buy
+85,769
New +$3.14M 3.56% 6

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Ipsen Advisor Group's ISCG Position: Q1 2026 in Review

Ipsen Advisor Group increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 1.6% in Q1 2026, buying an estimated $108K and bringing the position to 115,493 shares worth $6.33M. The position accounts for 4.43% of the portfolio, ranked #3.

Ipsen Advisor Group first reported a position in ISCG in Q4 2022 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Ipsen Advisor Group held 115,493 shares of iShares Morningstar Small-Cap Growth ETF worth $6.33M as of Q1 2026.
  • Ipsen Advisor Group bought 1,874 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $108K.
  • iShares Morningstar Small-Cap Growth ETF made up 4.43% of Ipsen Advisor Group's portfolio in Q1 2026, its #3 holding.
  • Ipsen Advisor Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.