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

Mather Group’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 Q3	$52.1K	Hold	852	–	–	﹤0.01%	1154
2026 Q2	$55.8K	Hold	852	–	–	﹤0.01%	1078
2026 Q1	$46.7K	Buy	+852	New	+$49K	﹤0.01%	1071
2025 Q4	–	Sell	-852	Closed	-$46.3K	–	1138
2025 Q3	$46.3K	Buy	+852	New	+$44.4K	﹤0.01%	918
2025 Q2	–	Sell	-886	Closed	-$39.9K	–	1159
2025 Q1	$39.9K	Buy	+886	New	+$43.4K	﹤0.01%	937

Other funds holding ISCG

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Mather Group's ISCG Position: Q3 2026 in Review

Mather Group held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2026 at 852 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Mather Group first reported a position in ISCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $55.8K in Q2 2026. 39 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Mather Group held 852 shares of iShares Morningstar Small-Cap Growth ETF worth $52.1K as of Q3 2026.
Mather Group left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1154 holding.
Mather Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Mather Group's iShares Morningstar Small-Cap Growth ETF position peaked at $55.8K in Q2 2026.
39 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.