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Legend Financial Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-135
Closed -$6.72K – 95
2025
Q2 		$6.72K Buy
+135
New +$6.23K ﹤0.01% 130

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legend Financial Advisors's ISCG Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2025, closing a stake of 135 shares — an estimated $6.72K sold.

Legend Financial Advisors first reported a position in ISCG in Q2 2025 and held it in 1 quarter. The position peaked at $6.72K in Q2 2025. 149 funds tracked by Wall St. Rank hold ISCG as of Q3 2025.

  • Legend Financial Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 135 iShares Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $6.72K.
  • Legend Financial Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $6.72K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.