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

Phoenix Wealth 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 		$1.35M Buy
20,541
+629
+3% +$38.4K 0.45% 47
2026
Q1 		$1.09M Buy
19,912
+104
+0.5% +$5.98K 0.43% 50
2025
Q4 		$1.1M Buy
19,808
+94
+0.5% +$5.2K 0.42% 51
2025
Q3 		$1.07M Sell
19,714
-496
-2% -$25.9K 0.41% 53
2025
Q2 		$1.01M Sell
20,210
-6,157
-23% -$284K 0.42% 52
2025
Q1 		$1.19M Sell
26,367
-8,869
-25% -$434K 0.52% 43
2024
Q4 		$1.74M Buy
35,236
+6,024
+21% +$307K 0.76% 36
2024
Q3 		$1.43M Buy
29,212
+4,030
+16% +$190K 0.66% 42
2024
Q2 		$1.15M Buy
25,182
+4,873
+24% +$219K 0.57% 46
2024
Q1 		$946K Buy
20,309
+4,602
+29% +$204K 0.58% 44
2023
Q4 		$682K Buy
15,707
+5,913
+60% +$232K 0.48% 46
2023
Q3 		$380K Buy
9,794
+2,146
+28% +$88.3K 0.22% 62
2023
Q2 		$317K Buy
7,648
+1,251
+20% +$49K 0.18% 80
2023
Q1 		$249K Sell
6,397
-3,691
-37% -$144K 0.15% 92
2022
Q4 		$364K Buy
+10,088
New +$369K 0.22% 62

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Wealth Advisors's ISCG Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 3.2% in Q2 2026, buying an estimated $38.4K and bringing the position to 20,541 shares worth $1.35M. The position accounts for 0.45% of the portfolio, ranked #47.

Phoenix Wealth Advisors first reported a position in ISCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2024. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Phoenix Wealth Advisors held 20,541 shares of iShares Morningstar Small-Cap Growth ETF worth $1.35M as of Q2 2026.
  • Phoenix Wealth Advisors bought 629 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $38.4K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.45% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Phoenix Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Phoenix Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $1.74M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.