Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JP Morgan Chase’s
iShares Morningstar Small-Cap Growth ETF
ISCG
Stock Holding History
JP Morgan Chase’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
$44.9M
Sell
848,248
-3,261
-0.4%
-$188K
﹤0.01%
1459
2025
Q4
$47.2M
Buy
851,509
+28,437
+3%
+$1.57M
﹤0.01%
1402
2025
Q3
$44.7M
Sell
823,072
-125,236
-13%
-$6.53M
﹤0.01%
1483
2025
Q2
$47.2M
Sell
948,308
-113,558
-11%
-$5.24M
﹤0.01%
1363
2025
Q1
$47.8M
Sell
1,061,866
-25,550
-2%
-$1.25M
﹤0.01%
1337
2024
Q4
$53.8M
Buy
1,087,416
+2,951
+0.3%
+$150K
﹤0.01%
1279
2024
Q3
$53.1M
Buy
1,084,465
+671,641
+163%
+$31.6M
﹤0.01%
1296
2024
Q2
$18.8M
Buy
412,824
+412,806
+2,293,367%
+$18.6M
﹤0.01%
1913
2024
Q1
$838
Sell
18
-1,982
-99%
-$87.7K
﹤0.01%
6664
2023
Q4
$88K
Sell
2,000
-3,975
-67%
-$156K
﹤0.01%
5797
2023
Q3
$232K
Buy
5,975
+5,527
+1,234%
+$227K
﹤0.01%
4976
2023
Q2
$18.6K
Buy
+448
New
+$17.5K
﹤0.01%
5934
2020
Q1
–
Sell
-1,140
Closed
-$40K
–
5503
2019
Q4
$40K
Buy
1,140
+432
+61%
+$14.7K
﹤0.01%
5188
2019
Q3
$23K
Buy
708
+96
+16%
+$3.25K
﹤0.01%
5376
2019
Q2
$21K
Buy
612
+366
+149%
+$12.2K
﹤0.01%
5428
2019
Q1
$8K
Buy
+246
New
+$7.82K
﹤0.01%
5568
Other funds holding ISCG
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
AI
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
SL
Systelligence LLC
Bloomington, Minnesota
$599M AUM
24.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close