McKinley Carter Wealth Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

McKinley Carter Wealth Services’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	$7.04M	Buy	107,441 +1,964	+2%	+$120K	0.36%	67
2026 Q1	$5.78M	Sell	105,477 -1,158	-1%	-$66.6K	0.33%	75
2025 Q4	$5.91M	Sell	106,635 -18,873	-15%	-$1.04M	0.33%	71
2025 Q3	$6.82M	Buy	+125,508	New	+$6.54M	0.36%	60
2023 Q3	–	Sell	-5,318	Closed	-$220K	–	296
2023 Q2	$220K	Hold	5,318	–	–	0.02%	284
2023 Q1	$207K	Buy	+5,318	New	+$207K	0.02%	287
2022 Q3	–	Sell	-9,025	Closed	-$319K	–	290
2022 Q2	$319K	Sell	9,025 -123	-1%	-$4.76K	0.03%	236
2022 Q1	$404K	Sell	9,148 -90	-1%	-$3.94K	0.03%	217
2021 Q4	$459K	Buy	9,238 +1,242	+16%	+$62.9K	0.03%	198
2021 Q3	$394K	Sell	7,996 -860	-10%	-$43.3K	0.03%	209
2021 Q2	$459K	Hold	8,856	–	–	0.04%	196
2021 Q1	$443K	Buy	8,856 +480	+6%	+$25.6K	0.04%	199
2020 Q4	$424K	Buy	+8,376	New	+$380K	0.06%	176

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McKinley Carter Wealth Services's ISCG Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 1.9% in Q2 2026, buying an estimated $120K and bringing the position to 107,441 shares worth $7.04M. The position accounts for 0.36% of the portfolio, ranked #67.

McKinley Carter Wealth Services first reported a position in ISCG in Q4 2020 and has held it in 13 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

McKinley Carter Wealth Services held 107,441 shares of iShares Morningstar Small-Cap Growth ETF worth $7.04M as of Q2 2026.
McKinley Carter Wealth Services bought 1,964 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $120K.
iShares Morningstar Small-Cap Growth ETF made up 0.36% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #67 holding.
McKinley Carter Wealth Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.