PNC Financial Services Group
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PNC Financial Services Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

PNC Financial Services Group’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
2025
Q2 		– Sell
-4,168
Closed -$188K – 4995
2025
Q1 		$188K Hold
4,168
– – ﹤0.01% 2218
2024
Q4 		$206K Hold
4,168
– – ﹤0.01% 2192
2024
Q3 		$204K Buy
4,168
+388
+10% +$18.3K ﹤0.01% 2158
2024
Q2 		$172K Buy
+3,780
New +$170K ﹤0.01% 2262
2023
Q2 		– Sell
-2,100
Closed -$81.9K – 4791
2023
Q1 		$81.9K Hold
2,100
– – ﹤0.01% 2693
2022
Q4 		$75.7K Hold
2,100
– – ﹤0.01% 2744
2022
Q3 		$73K Hold
2,100
– – ﹤0.01% 2747
2022
Q2 		$74K Hold
2,100
– – ﹤0.01% 2766
2022
Q1 		$93K Hold
2,100
– – ﹤0.01% 2755
2021
Q4 		$104K Hold
2,100
– – ﹤0.01% 2667
2021
Q3 		$103K Hold
2,100
– – ﹤0.01% 2630
2021
Q2 		$109K Hold
2,100
– – ﹤0.01% 2604
2021
Q1 		$105K Hold
2,100
– – ﹤0.01% 2551
2020
Q4 		$106K Hold
2,100
– – ﹤0.01% 2446
2020
Q3 		$83K Hold
2,100
– – ﹤0.01% 2426
2020
Q2 		$77K Hold
2,100
– – ﹤0.01% 2496
2020
Q1 		$58K Sell
2,100
-168
-7% -$5.6K ﹤0.01% 2538
2019
Q4 		$80K Hold
2,268
– – ﹤0.01% 2617
2019
Q3 		$74K Hold
2,268
– – ﹤0.01% 2706
2019
Q2 		$77K Buy
2,268
+168
+8% +$5.61K ﹤0.01% 2687
2019
Q1 		$70K Hold
2,100
– – ﹤0.01% 2764
2018
Q4 		$58K Sell
2,100
-534
-20% -$16.4K ﹤0.01% 2785
2018
Q3 		$93K Sell
2,634
-570
-18% -$19.8K ﹤0.01% 2639
2018
Q2 		$106K Hold
3,204
– – ﹤0.01% 2553
2018
Q1 		$99K Sell
3,204
-498
-13% -$15.3K ﹤0.01% 2562
2017
Q4 		$111K Buy
3,702
+3,024
+446% +$88.3K ﹤0.01% 2512
2017
Q3 		$19K Hold
678
– – ﹤0.01% 3416
2017
Q2 		$18K Hold
678
– – ﹤0.01% 3367
2017
Q1 		$17K Hold
678
– – ﹤0.01% 3347
2016
Q4 		$16K Hold
678
– – ﹤0.01% 3319
2016
Q3 		$16K Hold
678
– – ﹤0.01% 3319
2016
Q2 		$15K Hold
678
– – ﹤0.01% 3386
2016
Q1 		$15K Hold
678
– – ﹤0.01% 3392
2015
Q4 		$15K Sell
678
-1,200
-64% -$27.2K ﹤0.01% 3431
2015
Q3 		$40K Buy
1,878
+1,200
+177% +$28K ﹤0.01% 2994
2015
Q2 		$16K Sell
678
-690
-50% -$16.6K ﹤0.01% 3594
2015
Q1 		$33K Buy
+1,368
New +$31.5K ﹤0.01% 3250
2014
Q4 		– Sell
-420
Closed -$9K – 4198
2014
Q3 		$9K Hold
420
– – ﹤0.01% 3306
2014
Q2 		$9K Hold
420
– – ﹤0.01% 3154
2014
Q1 		$9K Hold
420
– – ﹤0.01% 3096
2013
Q4 		$9K Hold
420
– – ﹤0.01% 3013
2013
Q3 		$9K Hold
420
– – ﹤0.01% 3286
2013
Q2 		$8K Buy
+420
New +$7.39K ﹤0.01% 3202

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group's ISCG Position: Q2 2025 in Review

PNC Financial Services Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2025, closing a stake of 4,168 shares — an estimated $188K sold.

PNC Financial Services Group first reported a position in ISCG in Q2 2013 and held it in 43 quarters. The position peaked at $206K in Q4 2024. 147 funds tracked by Wall St. Rank hold ISCG as of Q2 2025.

  • PNC Financial Services Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • PNC Financial Services Group sold 4,168 iShares Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $188K.
  • PNC Financial Services Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2013 and held it in 43 quarters.
  • PNC Financial Services Group's iShares Morningstar Small-Cap Growth ETF position peaked at $206K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on PNC Financial Services Group's 13F filing for Q2 2025, filed 8 Aug 2025.