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 Q3	$6.54M	Sell	106,840 -601	-0.6%	-$38.2K	0.33%	72
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

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

MAG

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

SWM

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RSEWM

River's Edge Wealth Management Beaver, Pennsylvania $119M AUM 10.48% 1-Year Est. Return

McKinley Carter Wealth Services's ISCG Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.56% in Q3 2026, selling an estimated $38.2K and leaving 106,840 shares worth $6.54M. The position accounts for 0.33% of the portfolio, ranked #72.

McKinley Carter Wealth Services first reported a position in ISCG in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.04M in Q2 2026. 26 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

McKinley Carter Wealth Services held 106,840 shares of iShares Morningstar Small-Cap Growth ETF worth $6.54M as of Q3 2026.
McKinley Carter Wealth Services sold 601 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $38.2K.
iShares Morningstar Small-Cap Growth ETF made up 0.33% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #72 holding.
McKinley Carter Wealth Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
McKinley Carter Wealth Services's iShares Morningstar Small-Cap Growth ETF position peaked at $7.04M in Q2 2026.
26 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.