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PlanVest Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

PlanVest Financial’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 		$16.4K Hold
250
– – 0.01% 361
2026
Q1 		$13.7K Buy
+250
New +$14.4K 0.01% 354

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

PlanVest Financial's ISCG Position: Q2 2026 in Review

PlanVest Financial held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 250 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #361.

PlanVest Financial first reported a position in ISCG in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • PlanVest Financial held 250 shares of iShares Morningstar Small-Cap Growth ETF worth $16.4K as of Q2 2026.
  • PlanVest Financial 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 PlanVest Financial's portfolio in Q2 2026, its #361 holding.
  • PlanVest Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.