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

Root Financial Partners’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 Q3	$6.12K	Buy	+100	New	+$6.35K	﹤0.01%	2144

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Root Financial Partners's ISCG Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2026: 100 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #2144 among its holdings.

152 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Root Financial Partners held 100 shares of iShares Morningstar Small-Cap Growth ETF worth $6.12K as of Q3 2026.
iShares Morningstar Small-Cap Growth ETF was a new Root Financial Partners position in Q3 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2144 holding.
152 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.