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 Q3	$5.19M	Sell	84,769 -26,046	-24%	-$1.65M	1.94%	16
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

MRA Advisory Group's ISCG Position: Q3 2026 in Review

MRA Advisory Group reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 24% in Q3 2026, selling an estimated $1.65M and leaving 84,769 shares worth $5.19M. The position accounts for 1.94% of the portfolio, ranked #16.

MRA Advisory Group first reported a position in ISCG in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.26M in Q2 2026. 43 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

MRA Advisory Group held 84,769 shares of iShares Morningstar Small-Cap Growth ETF worth $5.19M as of Q3 2026.
MRA Advisory Group sold 26,046 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $1.65M.
iShares Morningstar Small-Cap Growth ETF made up 1.94% of MRA Advisory Group's portfolio in Q3 2026, its #16 holding.
MRA Advisory Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
MRA Advisory Group's iShares Morningstar Small-Cap Growth ETF position peaked at $7.26M in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.