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Pinnacle Financial Partners (Georgia)’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$215K Buy
+3,277
New +$200K ﹤0.01% 1096

Other funds holding ISCG

Focus Partners Wealth
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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

Pinnacle Financial Partners (Georgia)'s ISCG Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,277 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings.

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

  • Pinnacle Financial Partners (Georgia) held 3,277 shares of iShares Morningstar Small-Cap Growth ETF worth $215K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new Pinnacle Financial Partners (Georgia) position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1096 holding.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.