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Savant Capital’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Savant Capital’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
2025
Q4 		– Sell
-5,290
Closed -$287K – 1401
2025
Q3 		$287K Sell
5,290
-216
-4% -$11.3K ﹤0.01% 1052
2025
Q2 		$274K Buy
5,506
+2
+0% +$92 ﹤0.01% 988
2025
Q1 		$248K Sell
5,504
-724
-12% -$35.5K ﹤0.01% 916
2024
Q4 		$308K Sell
6,228
-6,216
-50% -$316K ﹤0.01% 1098
2024
Q3 		$609K Buy
+12,444
New +$585K 0.01% 794

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Savant Capital's ISCG Position: Q4 2025 in Review

Savant Capital sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2025, closing a stake of 5,290 shares — an estimated $287K sold.

Savant Capital first reported a position in ISCG in Q3 2024 and held it in 5 quarters. The position peaked at $609K in Q3 2024. 157 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

  • Savant Capital reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Savant Capital sold 5,290 iShares Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $287K.
  • Savant Capital first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2024 and held it in 5 quarters.
  • Savant Capital's iShares Morningstar Small-Cap Growth ETF position peaked at $609K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.