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

Millstone Evans 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 Q2	$19.1K	Hold	292	–	–	0.01%	501
2026 Q1	$16K	Sell	292 -150	-34%	-$8.63K	0.01%	508
2025 Q4	$24.5K	Hold	442	–	–	0.01%	446
2025 Q3	$24K	Hold	442	–	–	0.02%	433
2025 Q2	$22K	Sell	442 -308	-41%	-$14.2K	0.02%	431
2025 Q1	$33.8K	Hold	750	–	–	0.02%	367
2024 Q4	$37.1K	Buy	+750	New	+$38.2K	0.03%	331

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

Millstone Evans Group's ISCG Position: Q2 2026 in Review

Millstone Evans Group held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 292 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #501.

Millstone Evans Group first reported a position in ISCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.1K in Q4 2024. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Millstone Evans Group held 292 shares of iShares Morningstar Small-Cap Growth ETF worth $19.1K as of Q2 2026.
Millstone Evans Group left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #501 holding.
Millstone Evans Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares Morningstar Small-Cap Growth ETF position peaked at $37.1K in Q4 2024.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.