Ritter Daniher Financial Advisory’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Ritter Daniher Financial Advisory’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	$218K	Sell	3,320 -299	-8%	-$18.3K	0.03%	159
2026 Q1	$198K	Sell	3,619 -385	-10%	-$22.1K	0.03%	159
2025 Q4	$222K	Hold	4,004	–	–	0.04%	156
2025 Q3	$217K	Sell	4,004 -273	-6%	-$14.2K	0.04%	154
2025 Q2	$213K	Buy	4,277 +1,223	+40%	+$56.5K	0.05%	91
2025 Q1	$138K	Sell	3,054 -259	-8%	-$12.7K	0.04%	102
2024 Q4	$164K	Hold	3,313	–	–	0.05%	92
2024 Q3	$162K	Hold	3,313	–	–	0.05%	92
2024 Q2	$151K	Buy	3,313 +34	+1%	+$1.53K	0.05%	89
2024 Q1	$153K	Buy	3,279 +99	+3%	+$4.38K	0.05%	89
2023 Q4	$140K	Buy	+3,180	New	+$125K	0.05%	93

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ritter Daniher Financial Advisory's ISCG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 8.3% in Q2 2026, selling an estimated $18.3K and leaving 3,320 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #159.

Ritter Daniher Financial Advisory first reported a position in ISCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $222K in Q4 2025. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Ritter Daniher Financial Advisory held 3,320 shares of iShares Morningstar Small-Cap Growth ETF worth $218K as of Q2 2026.
Ritter Daniher Financial Advisory sold 299 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $18.3K.
iShares Morningstar Small-Cap Growth ETF made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #159 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Ritter Daniher Financial Advisory's iShares Morningstar Small-Cap Growth ETF position peaked at $222K in Q4 2025.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.