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MGB Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

MGB Wealth Management’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
2025
Q4 		$605K Buy
10,825
+10,624
+5,286% +$587K 0.17% 112
2025
Q3 		$10.9K Buy
201
+1
+0.5% +$52 ﹤0.01% 298
2025
Q2 		$9.97K Hold
200
– – ﹤0.01% 294
2025
Q1 		$9.01K Hold
200
– – ﹤0.01% 279
2024
Q4 		$9.89K Hold
200
– – ﹤0.01% 272
2024
Q3 		$9.79K Hold
200
– – ﹤0.01% 267
2024
Q2 		$9.43K Hold
200
– – ﹤0.01% 264
2024
Q1 		$9.31K Buy
+200
New +$8.85K ﹤0.01% 251

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGB Wealth Management's ISCG Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 5,286% in Q4 2025, buying an estimated $587K and bringing the position to 10,825 shares worth $605K. The position accounts for 0.17% of the portfolio, ranked #112.

MGB Wealth Management first reported a position in ISCG in Q1 2024 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

  • MGB Wealth Management held 10,825 shares of iShares Morningstar Small-Cap Growth ETF worth $605K as of Q4 2025.
  • MGB Wealth Management bought 10,624 iShares Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $587K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.17% of MGB Wealth Management's portfolio in Q4 2025, its #112 holding.
  • MGB Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.