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Principal Securities’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Principal Securities’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 		$687K Buy
10,488
+275
+3% +$16.8K 0.01% 932
2026
Q1 		$560K Buy
10,213
+1,134
+12% +$65.2K 0.01% 935
2025
Q4 		$504K Buy
9,079
+426
+5% +$23.5K 0.01% 942
2025
Q3 		$470K Sell
8,653
-1,603
-16% -$83.6K 0.01% 932
2025
Q2 		$510K Buy
10,256
+1,333
+15% +$61.5K 0.01% 846
2025
Q1 		$441K Hold
8,923
– – 0.01% 824
2024
Q4 		$441K Buy
8,923
+2,405
+37% +$122K 0.01% 821
2024
Q3 		$319K Buy
6,518
+820
+14% +$38.6K 0.01% 911
2024
Q2 		$259K Buy
5,698
+869
+18% +$39.1K 0.01% 943
2024
Q1 		$225K Buy
4,829
+1,963
+68% +$86.8K 0.01% 965
2023
Q4 		$126K Buy
+2,866
New +$113K ﹤0.01% 1109

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

Principal Securities's ISCG Position: Q2 2026 in Review

Principal Securities increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 2.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 10,488 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #932.

Principal Securities first reported a position in ISCG in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Principal Securities held 10,488 shares of iShares Morningstar Small-Cap Growth ETF worth $687K as of Q2 2026.
  • Principal Securities bought 275 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16.8K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #932 holding.
  • Principal Securities first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.