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Montis Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Montis Financial’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
Q2 		– Sell
-5,327
Closed -$240K – 141
2025
Q1 		$240K Sell
5,327
-1,078
-17% -$52.8K 0.07% 126
2024
Q4 		$317K Buy
+6,405
New +$326K 0.1% 111

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Montis Financial's ISCG Position: Q2 2025 in Review

Montis Financial sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2025, closing a stake of 5,327 shares — an estimated $240K sold.

Montis Financial first reported a position in ISCG in Q4 2024 and held it in 2 quarters. The position peaked at $317K in Q4 2024. 147 funds tracked by Wall St. Rank hold ISCG as of Q2 2025.

  • Montis Financial reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Montis Financial sold 5,327 iShares Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $240K.
  • Montis Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Montis Financial's iShares Morningstar Small-Cap Growth ETF position peaked at $317K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Montis Financial's 13F filing for Q2 2025, filed 17 Jul 2025.