SAG
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SageView Advisory Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-275
Closed -$15.3K – 1489
2025
Q4 		$15.3K Buy
+275
New +$15.2K ﹤0.01% 1555

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

SageView Advisory Group's ISCG Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026, closing a stake of 275 shares — an estimated $15.3K sold.

SageView Advisory Group first reported a position in ISCG in Q4 2025 and held it in 1 quarter. The position peaked at $15.3K in Q4 2025. 161 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 275 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $15.3K.
  • SageView Advisory Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Morningstar Small-Cap Growth ETF position peaked at $15.3K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.