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Moneta Group Investment Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Moneta Group Investment Advisors’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 		$410K Buy
6,256
+200
+3% +$12.2K ﹤0.01% 606
2026
Q1 		$332K Buy
6,056
+618
+11% +$35.5K ﹤0.01% 600
2025
Q4 		$302K Buy
+5,438
New +$301K ﹤0.01% 633

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

Moneta Group Investment Advisors's ISCG Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 3.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,256 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Moneta Group Investment Advisors first reported a position in ISCG in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Moneta Group Investment Advisors held 6,256 shares of iShares Morningstar Small-Cap Growth ETF worth $410K as of Q2 2026.
  • Moneta Group Investment Advisors bought 200 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #606 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.