J.M. Arbour’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

J.M. Arbour’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	$444K	Buy	+8,094	New	+$466K	0.43%	75

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 $445B AUM 25.58% 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 $9.98B AUM 26.5% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

J.M. Arbour's ISCG Position: Q1 2026 in Review

J.M. Arbour opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026: 8,094 shares worth $444K. The stake represents 0.43% of the portfolio and ranks #75 among its holdings.

160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

J.M. Arbour held 8,094 shares of iShares Morningstar Small-Cap Growth ETF worth $444K as of Q1 2026.
iShares Morningstar Small-Cap Growth ETF was a new J.M. Arbour position in Q1 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.43% of J.M. Arbour's portfolio in Q1 2026, its #75 holding.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.