Laurel Wealth Advisors (North Carolina)’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-1,410	Closed	-$78.2K	–	419
2025 Q4	$78.2K	Buy	+1,410	New	+$77.9K	0.01%	282
2025 Q2	–	Sell	-1,410	Closed	-$63.5K	–	430
2025 Q1	$63.5K	Hold	1,410	–	–	0.01%	280
2024 Q4	$69.7K	Hold	1,410	–	–	0.01%	272
2024 Q3	$69K	Hold	1,410	–	–	0.01%	277
2024 Q2	$64.1K	Hold	1,410	–	–	0.01%	269
2024 Q1	$65.7K	Hold	1,410	–	–	0.01%	274
2023 Q4	$62K	Hold	1,410	–	–	0.01%	267
2023 Q3	$54.7K	Hold	1,410	–	–	0.01%	270
2023 Q2	$58.4K	Hold	1,410	–	–	0.01%	271
2023 Q1	$55K	Hold	1,410	–	–	0.01%	274
2022 Q4	$50.8K	Hold	1,410	–	–	0.01%	255
2022 Q3	$49K	Hold	1,410	–	–	0.01%	256
2022 Q2	$50K	Hold	1,410	–	–	0.01%	257
2022 Q1	$62K	Hold	1,410	–	–	0.01%	264
2021 Q4	$70K	Hold	1,410	–	–	0.01%	243
2021 Q3	$69K	Hold	1,410	–	–	0.02%	247
2021 Q2	$73K	Hold	1,410	–	–	0.02%	243
2021 Q1	$71K	Hold	1,410	–	–	0.02%	233
2020 Q4	$71K	Hold	1,410	–	–	0.02%	226
2020 Q3	$56K	Hold	1,410	–	–	0.02%	231
2020 Q2	$52K	Hold	1,410	–	–	0.02%	232
2020 Q1	$39K	Hold	1,410	–	–	0.01%	238
2019 Q4	$50K	Hold	1,410	–	–	0.02%	241
2019 Q3	$46K	Hold	1,410	–	–	0.02%	244
2019 Q2	$48K	Hold	1,410	–	–	0.02%	237
2019 Q1	$47K	Hold	1,410	–	–	0.02%	229
2018 Q4	$39K	Buy	+1,410	New	+$43.2K	0.02%	233

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

Laurel Wealth Advisors (North Carolina)'s ISCG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026, closing a stake of 1,410 shares — an estimated $78.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ISCG in Q4 2018 and held it in 27 quarters. The position peaked at $78.2K in Q4 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,410 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $78.2K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Morningstar Small-Cap Growth ETF position peaked at $78.2K in Q4 2025.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.