Keel Point’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Keel Point’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	$242K	Buy	+4,422	New	+$254K	0.02%	396

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

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

Keel Point's ISCG Position: Q1 2026 in Review

Keel Point opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026: 4,422 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

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

Keel Point held 4,422 shares of iShares Morningstar Small-Cap Growth ETF worth $242K as of Q1 2026.
iShares Morningstar Small-Cap Growth ETF was a new Keel Point position in Q1 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #396 holding.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.