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MRA Advisory Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

MRA Advisory 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 		$7.26M Buy
110,815
+1,063
+1% +$65K 2.63% 13
2026
Q1 		$6.01M Buy
+109,752
New +$6.31M 2.45% 14

Other funds holding ISCG

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MRA Advisory Group's ISCG Position: Q2 2026 in Review

MRA Advisory Group increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.97% in Q2 2026, buying an estimated $65K and bringing the position to 110,815 shares worth $7.26M. The position accounts for 2.63% of the portfolio, ranked #13.

MRA Advisory Group first reported a position in ISCG in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • MRA Advisory Group held 110,815 shares of iShares Morningstar Small-Cap Growth ETF worth $7.26M as of Q2 2026.
  • MRA Advisory Group bought 1,063 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $65K.
  • iShares Morningstar Small-Cap Growth ETF made up 2.63% of MRA Advisory Group's portfolio in Q2 2026, its #13 holding.
  • MRA Advisory Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.