Madison Wealth Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Madison Wealth Partners’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	$493K	Buy	8,996 +973	+12%	+$56K	0.08%	115
2025 Q4	$445K	Buy	8,023 +9	+0.1%	+$497	0.08%	108
2025 Q3	$435K	Buy	8,014 +646	+9%	+$33.7K	0.09%	99
2025 Q2	$367K	Buy	7,368 +231	+3%	+$10.7K	0.08%	107
2025 Q1	$322K	Sell	7,137 -708	-9%	-$34.7K	0.08%	111
2024 Q4	$388K	Buy	7,845 +28	+0.4%	+$1.43K	0.11%	88
2024 Q3	$383K	Hold	7,817	–	–	0.11%	90
2024 Q2	$356K	Buy	7,817 +50	+0.6%	+$2.25K	0.12%	82
2024 Q1	$362K	Buy	7,767 +18	+0.2%	+$796	0.13%	80
2023 Q4	$341K	Buy	7,749 +412	+6%	+$16.2K	0.14%	79
2023 Q3	$284K	Buy	7,337 +13	+0.2%	+$535	0.14%	66
2023 Q2	$303K	Buy	7,324 +569	+8%	+$22.3K	0.14%	68
2023 Q1	$263K	Buy	+6,755	New	+$263K	0.13%	71

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 $9.98B AUM 26.5% 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

Madison Wealth Partners's ISCG Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 12% in Q1 2026, buying an estimated $56K and bringing the position to 8,996 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #115.

Madison Wealth Partners first reported a position in ISCG in Q1 2023 and has held it in 13 quarters since. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

Madison Wealth Partners held 8,996 shares of iShares Morningstar Small-Cap Growth ETF worth $493K as of Q1 2026.
Madison Wealth Partners bought 973 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $56K.
iShares Morningstar Small-Cap Growth ETF made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #115 holding.
Madison Wealth Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.