Mariner
ISCG icon

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

Mariner’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 		$8.69M Sell
132,530
-8,016
-6% -$490K 0.01% 803
2026
Q1 		$7.7M Buy
140,546
+14,096
+11% +$811K 0.01% 862
2025
Q4 		$7.01M Buy
126,450
+63,393
+101% +$3.5M 0.01% 853
2025
Q3 		$3.42M Sell
63,057
-3,275
-5% -$171K ﹤0.01% 1113
2025
Q2 		$3.3M Buy
66,332
+10,207
+18% +$471K ﹤0.01% 1054
2025
Q1 		$2.53M Sell
56,125
-4,164
-7% -$204K ﹤0.01% 1112
2024
Q4 		$2.98M Buy
60,289
+310
+0.5% +$15.8K 0.01% 1018
2024
Q3 		$2.94M Buy
59,979
+1,615
+3% +$76K 0.01% 1005
2024
Q2 		$2.65M Buy
58,364
+754
+1% +$33.9K 0.01% 971
2024
Q1 		$2.68M Buy
57,610
+5,646
+11% +$250K 0.01% 969
2023
Q4 		$2.29M Buy
51,964
+12,197
+31% +$479K 0.01% 999
2023
Q3 		$1.54M Buy
39,767
+5,552
+16% +$228K ﹤0.01% 1100
2023
Q2 		$1.42M Buy
34,215
+1,440
+4% +$56.4K ﹤0.01% 1119
2023
Q1 		$1.28M Buy
32,775
+2,318
+8% +$90.2K ﹤0.01% 1154
2022
Q4 		$1.1M Buy
30,457
+4,845
+19% +$177K ﹤0.01% 1189
2022
Q3 		$888K Buy
25,612
+14,795
+137% +$567K ﹤0.01% 1112
2022
Q2 		$382K Buy
+10,817
New +$419K ﹤0.01% 1219

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

Mariner's ISCG Position: Q2 2026 in Review

Mariner reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 5.7% in Q2 2026, selling an estimated $490K and leaving 132,530 shares worth $8.69M. The position accounts for 0.01% of the portfolio, ranked #803.

Mariner first reported a position in ISCG in Q2 2022 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Mariner held 132,530 shares of iShares Morningstar Small-Cap Growth ETF worth $8.69M as of Q2 2026.
  • Mariner sold 8,016 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $490K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #803 holding.
  • Mariner first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.