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

rebel 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
Q1 		$381K Sell
6,951
-168
-2% -$9.66K 0.17% 53
2025
Q4 		$395K Buy
+7,119
New +$393K 0.17% 55
2025
Q3 		– Sell
-6,683
Closed -$348K – 52
2025
Q2 		$333K Buy
+6,683
New +$309K 0.15% 53

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

rebel Financial's ISCG Position: Q1 2026 in Review

rebel Financial reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 2.4% in Q1 2026, selling an estimated $9.66K and leaving 6,951 shares worth $381K. The position accounts for 0.17% of the portfolio, ranked #53.

rebel Financial first reported a position in ISCG in Q2 2025 and has held it in 3 quarters since. The position peaked at $395K in Q4 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • rebel Financial held 6,951 shares of iShares Morningstar Small-Cap Growth ETF worth $381K as of Q1 2026.
  • rebel Financial sold 168 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $9.66K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.17% of rebel Financial's portfolio in Q1 2026, its #53 holding.
  • rebel Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's iShares Morningstar Small-Cap Growth ETF position peaked at $395K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.