Parallel Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Parallel Advisors’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	$83.7K	Buy	1,277 +1,103	+634%	+$67.4K	﹤0.01%	1813
2026 Q1	$9.54K	Buy	+174	New	+$10K	﹤0.01%	2778
2023 Q2	–	Sell	-1,710	Closed	-$66.7K	–	3448
2023 Q1	$66.7K	Hold	1,710	–	–	﹤0.01%	1236
2022 Q4	$61.6K	Hold	1,710	–	–	﹤0.01%	1185
2022 Q3	$59K	Hold	1,710	–	–	﹤0.01%	1190
2022 Q2	$60K	Hold	1,710	–	–	﹤0.01%	1171
2022 Q1	$76K	Hold	1,710	–	–	﹤0.01%	1098
2021 Q4	$85K	Hold	1,710	–	–	﹤0.01%	1077
2021 Q3	$84K	Hold	1,710	–	–	﹤0.01%	1054
2021 Q2	$89K	Hold	1,710	–	–	﹤0.01%	992
2021 Q1	$86K	Hold	1,710	–	–	﹤0.01%	948
2020 Q4	$86K	Hold	1,710	–	–	﹤0.01%	863
2020 Q3	$68K	Hold	1,710	–	–	﹤0.01%	931
2020 Q2	$62K	Hold	1,710	–	–	﹤0.01%	958
2020 Q1	$47K	Hold	1,710	–	–	﹤0.01%	964
2019 Q4	$60K	Hold	1,710	–	–	﹤0.01%	971
2019 Q3	$55K	Hold	1,710	–	–	﹤0.01%	942
2019 Q2	$58K	Hold	1,710	–	–	0.01%	849
2019 Q1	$57K	Hold	1,710	–	–	0.01%	813
2018 Q4	$47K	Hold	1,710	–	–	0.01%	772
2018 Q3	$61K	Hold	1,710	–	–	0.01%	747
2018 Q2	$56K	Hold	1,710	–	–	0.01%	698
2018 Q1	$53K	Hold	1,710	–	–	0.01%	668
2017 Q4	$51K	Hold	1,710	–	–	0.01%	691
2017 Q3	$49K	Hold	1,710	–	–	0.01%	687
2017 Q2	$47K	Hold	1,710	–	–	0.01%	704
2017 Q1	$44K	Hold	1,710	–	–	0.01%	684
2016 Q4	$41K	Buy	+1,710	New	+$40.6K	0.01%	648

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

Parallel Advisors's ISCG Position: Q2 2026 in Review

Parallel Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 634% in Q2 2026, buying an estimated $67.4K and bringing the position to 1,277 shares worth $83.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Parallel Advisors first reported a position in ISCG in Q4 2016 and has held it in 28 quarters since. The position peaked at $89K in Q2 2021. 164 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Parallel Advisors held 1,277 shares of iShares Morningstar Small-Cap Growth ETF worth $83.7K as of Q2 2026.
Parallel Advisors bought 1,103 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $67.4K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1813 holding.
Parallel Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2016 and has held it in 28 quarters since.
Parallel Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $89K in Q2 2021.
164 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.