MML Investors Services
ISCG icon

MML Investors Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

MML Investors 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 		$1.84M Buy
28,069
+2,801
+11% +$171K ﹤0.01% 1595
2026
Q1 		$1.38M Buy
25,268
+1,814
+8% +$104K ﹤0.01% 1548
2025
Q4 		$1.3M Sell
23,454
-43,904
-65% -$2.43M ﹤0.01% 1632
2025
Q3 		$3.66M Buy
67,358
+1,896
+3% +$98.9K 0.01% 979
2025
Q2 		$3.26M Sell
65,462
-15,276
-19% -$705K 0.01% 997
2025
Q1 		$3.64M Sell
80,738
-741
-0.9% -$36.3K 0.01% 881
2024
Q4 		$4.03M Sell
81,479
-677
-0.8% -$34.5K 0.01% 796
2024
Q3 		$4.02M Sell
82,156
-9,504
-10% -$447K 0.01% 777
2024
Q2 		$4.17M Buy
91,660
+1,469
+2% +$66.1K 0.02% 712
2024
Q1 		$4.2M Buy
90,191
+12,242
+16% +$542K 0.02% 715
2023
Q4 		$3.43M Buy
77,949
+318
+0.4% +$12.5K 0.02% 752
2023
Q3 		$3.01M Buy
77,631
+8,627
+13% +$355K 0.02% 725
2023
Q2 		$2.86M Buy
69,004
+5,114
+8% +$200K 0.02% 750
2023
Q1 		$2.49M Sell
63,890
-854
-1% -$33.2K 0.02% 693
2022
Q4 		$2.33M Buy
64,744
+4,267
+7% +$156K 0.02% 767
2022
Q3 		$2.1M Sell
60,477
-12,799
-17% -$490K 0.02% 746
2022
Q2 		$2.59M Buy
73,276
+829
+1% +$32.1K 0.02% 651
2022
Q1 		$3.2M Buy
72,447
+6,882
+10% +$302K 0.02% 607
2021
Q4 		$3.25M Sell
65,565
-15,076
-19% -$763K 0.02% 571
2021
Q3 		$3.97M Buy
80,641
+883
+1% +$44.5K 0.03% 483
2021
Q2 		$4.13M Buy
79,758
+10,134
+15% +$513K 0.03% 451
2021
Q1 		$3.49M Buy
69,624
+56,316
+423% +$3M 0.03% 455
2020
Q4 		$673K Buy
13,308
+1,944
+17% +$88.1K 0.01% 1006
2020
Q3 		$450K Buy
11,364
+1,404
+14% +$54.6K 0.01% 1092
2020
Q2 		$367K Buy
9,960
+2,736
+38% +$90.3K ﹤0.01% 1136
2020
Q1 		$200K Sell
7,224
-2,370
-25% -$79K ﹤0.01% 1270
2019
Q4 		$339K Sell
9,594
-4,098
-30% -$139K ﹤0.01% 1173
2019
Q3 		$444K Sell
13,692
-4,164
-23% -$141K 0.01% 998
2019
Q2 		$606K Buy
17,856
+3,618
+25% +$121K 0.01% 931
2019
Q1 		$473K Sell
14,238
-4,620
-24% -$147K 0.01% 1030
2018
Q4 		$523K Sell
18,858
-1,038
-5% -$31.8K 0.01% 887
2018
Q3 		$705K Buy
19,896
+4,986
+33% +$173K 0.01% 826
2018
Q2 		$493K Buy
14,910
+8,370
+128% +$269K 0.01% 851
2018
Q1 		$202K Buy
+6,540
New +$201K ﹤0.01% 1278

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services's ISCG Position: Q2 2026 in Review

MML Investors Services increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 11% in Q2 2026, buying an estimated $171K and bringing the position to 28,069 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

MML Investors Services first reported a position in ISCG in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.2M in Q1 2024. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • MML Investors Services held 28,069 shares of iShares Morningstar Small-Cap Growth ETF worth $1.84M as of Q2 2026.
  • MML Investors Services bought 2,801 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $171K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1595 holding.
  • MML Investors Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • MML Investors Services's iShares Morningstar Small-Cap Growth ETF position peaked at $4.2M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.