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

Lido 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
2026
Q2 		– Sell
-11,123
Closed -$610K – 2211
2026
Q1 		$610K Buy
11,123
+32
+0.3% +$1.84K ﹤0.01% 1191
2025
Q4 		$602K Hold
11,091
– – ﹤0.01% 1221
2025
Q3 		$602K Buy
11,091
+17
+0.2% +$886 ﹤0.01% 1158
2025
Q2 		$551K Buy
11,074
+18
+0.2% +$831 ﹤0.01% 1077
2025
Q1 		$498K Buy
11,056
+15
+0.1% +$735 ﹤0.01% 1026
2024
Q4 		$546K Buy
+11,041
New +$562K ﹤0.01% 982

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors's ISCG Position: Q2 2026 in Review

Lido Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026, closing a stake of 11,123 shares — an estimated $610K sold.

Lido Advisors first reported a position in ISCG in Q4 2024 and held it in 6 quarters. The position peaked at $610K in Q1 2026. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Lido Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 11,123 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $610K.
  • Lido Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Lido Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $610K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.