North Star Investment Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

North Star Investment Management’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	$16.6K	Buy	304 +70	+30%	+$4.03K	﹤0.01%	927
2025 Q4	$13K	Hold	234	–	–	﹤0.01%	914
2025 Q3	$12.7K	Hold	234	–	–	﹤0.01%	871
2025 Q2	$11.6K	Buy	234 +1	+0.4%	+$46	﹤0.01%	868
2025 Q1	$10.5K	Hold	233	–	–	﹤0.01%	845
2024 Q4	$11.5K	Buy	233 +1	+0.4%	+$51	﹤0.01%	846
2024 Q3	$11.4K	Buy	232 +1	+0.4%	+$47	﹤0.01%	813
2024 Q2	$10.5K	Hold	231	–	–	﹤0.01%	809
2024 Q1	$10.8K	Buy	+231	New	+$10.2K	﹤0.01%	846

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

North Star Investment Management's ISCG Position: Q1 2026 in Review

North Star Investment Management increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 30% in Q1 2026, buying an estimated $4.03K and bringing the position to 304 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

North Star Investment Management first reported a position in ISCG in Q1 2024 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

North Star Investment Management held 304 shares of iShares Morningstar Small-Cap Growth ETF worth $16.6K as of Q1 2026.
North Star Investment Management bought 70 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $4.03K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #927 holding.
North Star Investment Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.