Oppenheimer & Co’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Oppenheimer & Co’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	$243K	Buy	+3,704	New	+$226K	﹤0.01%	1569

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer & Co's ISCG Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,704 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings.

165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Oppenheimer & Co held 3,704 shares of iShares Morningstar Small-Cap Growth ETF worth $243K as of Q2 2026.
iShares Morningstar Small-Cap Growth ETF was a new Oppenheimer & Co position in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1569 holding.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.