Key Financial Inc’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Key Financial Inc’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 Q2	$2.38M	Sell	36,255 -212	-0.6%	-$13K	0.39%	47
2026 Q1	$2M	Buy	36,467 +3,105	+9%	+$179K	0.36%	57
2025 Q4	$1.85M	Buy	33,362 +3,952	+13%	+$218K	0.34%	57
2025 Q3	$1.6M	Buy	29,410 +5,207	+22%	+$271K	0.3%	65
2025 Q2	$1.2M	Buy	24,203 +6,120	+34%	+$283K	0.24%	78
2025 Q1	$815K	Buy	18,083 +3,087	+21%	+$151K	0.18%	108
2024 Q4	$742K	Buy	14,996 +1,593	+12%	+$81.1K	0.17%	111
2024 Q3	$656K	Buy	13,403 +549	+4%	+$25.8K	0.15%	128
2024 Q2	$585K	Buy	12,854 +6,404	+99%	+$288K	0.14%	127
2024 Q1	$300K	Buy	6,450 +1,250	+24%	+$55.3K	0.08%	186
2023 Q4	$229K	Hold	5,200	–	–	0.06%	204
2023 Q3	$202K	Hold	5,200	–	–	0.07%	200
2023 Q2	$215K	Hold	5,200	–	–	0.07%	199
2023 Q1	$203K	Buy	+5,200	New	+$202K	0.07%	194

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Key Financial Inc's ISCG Position: Q2 2026 in Review

Key Financial Inc reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.58% in Q2 2026, selling an estimated $13K and leaving 36,255 shares worth $2.38M. The position accounts for 0.39% of the portfolio, ranked #47.

Key Financial Inc first reported a position in ISCG in Q1 2023 and has held it in 14 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Key Financial Inc held 36,255 shares of iShares Morningstar Small-Cap Growth ETF worth $2.38M as of Q2 2026.
Key Financial Inc sold 212 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $13K.
iShares Morningstar Small-Cap Growth ETF made up 0.39% of Key Financial Inc's portfolio in Q2 2026, its #47 holding.
Key Financial Inc first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.