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

Physician 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	$69.7K	Hold	1,063	–	–	0.01%	375
2026 Q1	$58.3K	Hold	1,063	–	–	0.01%	372
2025 Q4	$59K	Hold	1,063	–	–	0.01%	354
2025 Q3	$57.8K	Hold	1,063	–	–	0.01%	351
2025 Q2	$52.9K	Hold	1,063	–	–	0.01%	337
2025 Q1	$47.9K	Buy	1,063 +78	+8%	+$3.82K	0.01%	344
2024 Q4	$48.7K	Buy	+985	New	+$50.1K	0.01%	349

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

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

Physician Wealth Advisors held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 1,063 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #375.

Physician Wealth Advisors first reported a position in ISCG in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Physician Wealth Advisors held 1,063 shares of iShares Morningstar Small-Cap Growth ETF worth $69.7K as of Q2 2026.
Physician Wealth Advisors left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #375 holding.
Physician Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.