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Jacksonville Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Jacksonville Wealth 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
Q1 		– Sell
-15,031
Closed -$834K – 74
2025
Q4 		$834K Buy
+15,031
New +$831K 0.59% 33

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Jacksonville Wealth Management's ISCG Position: Q1 2026 in Review

Jacksonville Wealth Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026, closing a stake of 15,031 shares — an estimated $834K sold.

Jacksonville Wealth Management first reported a position in ISCG in Q4 2025 and held it in 1 quarter. The position peaked at $834K in Q4 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Jacksonville Wealth Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Jacksonville Wealth Management sold 15,031 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $834K.
  • Jacksonville Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Jacksonville Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $834K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.