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NBC Securities’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

NBC Securities’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
Q1 		$12.4K Sell
226
-32
-12% -$1.84K ﹤0.01% 1870
2025
Q4 		$14.3K Buy
258
+1
+0.4% +$55 ﹤0.01% 1904
2025
Q3 		$14K Sell
257
-80
-24% -$4.17K ﹤0.01% 1899
2025
Q2 		$16K Sell
337
-29
-8% -$1.34K ﹤0.01% 1796
2025
Q1 		$16K Buy
+366
New +$17.9K ﹤0.01% 1579
2024
Q4 		– Sell
-403
Closed -$19K – 1670
2024
Q3 		$19K Sell
403
-83
-17% -$3.9K ﹤0.01% 1527
2024
Q2 		$22K Hold
486
– – ﹤0.01% 1422
2024
Q1 		$22K Sell
486
-34
-7% -$1.5K ﹤0.01% 1420
2023
Q4 		$22K Sell
520
-52
-9% -$2.04K ﹤0.01% 1444
2023
Q3 		$22K Buy
+572
New +$23.5K ﹤0.01% 1410

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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return