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

Lowe Wealth 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	$11.4K	Hold	210	–	–	﹤0.01%	250
2025 Q2	$10.4K	Hold	210	–	–	﹤0.01%	249
2025 Q1	$9.46K	Hold	210	–	–	﹤0.01%	253
2024 Q4	$10.4K	Hold	210	–	–	﹤0.01%	231
2024 Q3	$10.3K	Hold	210	–	–	﹤0.01%	222
2024 Q2	$9.55K	Hold	210	–	–	﹤0.01%	223
2024 Q1	$9.78K	Hold	210	–	–	﹤0.01%	215
2023 Q4	$9.24K	Hold	210	–	–	﹤0.01%	215
2023 Q3	$8.14K	Hold	210	–	–	﹤0.01%	209
2023 Q2	$8.7K	Hold	210	–	–	﹤0.01%	227
2023 Q1	$8.19K	Hold	210	–	–	﹤0.01%	220
2022 Q4	$7.57K	Hold	210	–	–	﹤0.01%	228
2022 Q3	$7K	Hold	210	–	–	﹤0.01%	220
2022 Q2	$7K	Hold	210	–	–	﹤0.01%	210
2022 Q1	$9K	Hold	210	–	–	﹤0.01%	205
2021 Q4	$10K	Hold	210	–	–	﹤0.01%	190
2021 Q3	$10K	Hold	210	–	–	﹤0.01%	185
2021 Q2	$11K	Hold	210	–	–	0.01%	177
2021 Q1	$11K	Hold	210	–	–	0.01%	172
2020 Q4	$11K	Hold	210	–	–	0.01%	170
2020 Q3	$8K	Hold	210	–	–	﹤0.01%	175
2020 Q2	$8K	Hold	210	–	–	﹤0.01%	167
2020 Q1	$6K	Hold	210	–	–	﹤0.01%	180
2019 Q4	$7K	Hold	210	–	–	﹤0.01%	184
2019 Q3	$7K	Hold	210	–	–	﹤0.01%	177
2019 Q2	$7K	Hold	210	–	–	﹤0.01%	190
2019 Q1	$6K	Hold	210	–	–	﹤0.01%	173
2018 Q4	$6K	Hold	210	–	–	﹤0.01%	161
2018 Q3	$7K	Hold	210	–	–	﹤0.01%	167
2018 Q2	$7K	Hold	210	–	–	﹤0.01%	160
2018 Q1	$6K	Hold	210	–	–	﹤0.01%	175
2017 Q4	$6K	Hold	210	–	–	﹤0.01%	180
2017 Q3	$6K	Hold	210	–	–	﹤0.01%	175
2017 Q2	$6K	Hold	210	–	–	﹤0.01%	151
2017 Q1	$5K	Hold	210	–	–	﹤0.01%	154
2016 Q4	$5K	Hold	210	–	–	﹤0.01%	156
2016 Q3	$5K	Hold	210	–	–	﹤0.01%	157
2016 Q2	$5K	Hold	210	–	–	﹤0.01%	152
2016 Q1	$5K	Hold	210	–	–	﹤0.01%	147
2015 Q4	$5K	Hold	210	–	–	﹤0.01%	155
2015 Q3	$5K	Hold	210	–	–	﹤0.01%	155
2015 Q2	$5K	Hold	210	–	–	﹤0.01%	153
2015 Q1	$5K	Hold	210	–	–	﹤0.01%	151
2014 Q4	$5K	Buy	+210	New	+$4.54K	﹤0.01%	141

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lowe Wealth Advisors's ISCG Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2025 at 210 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Lowe Wealth Advisors first reported a position in ISCG in Q4 2014 and has held it in 44 quarters since. 149 funds tracked by Wall St. Rank hold ISCG as of Q3 2025.

Lowe Wealth Advisors held 210 shares of iShares Morningstar Small-Cap Growth ETF worth $11.4K as of Q3 2025.
Lowe Wealth Advisors left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2025.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #250 holding.
Lowe Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2014 and has held it in 44 quarters since.
149 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.