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Shelton Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Shelton Wealth Management’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 		$1.12M Sell
18,379
-24
-0.1% -$1.52K 0.44% 76
2026
Q2 		$1.21M Sell
18,403
-501
-3% -$30.6K 0.47% 75
2026
Q1 		$1.04M Sell
18,904
-1,382
-7% -$79.5K 0.45% 76
2025
Q4 		$1.13M Sell
20,286
-506
-2% -$28K 0.48% 69
2025
Q3 		$1.13M Sell
20,792
-906
-4% -$47.2K 0.51% 67
2025
Q2 		$1.08M Sell
21,698
-180
-0.8% -$8.31K 0.52% 72
2025
Q1 		$986K Sell
21,878
-1,665
-7% -$81.5K 0.54% 63
2024
Q4 		$1.16M Sell
23,543
-2,380
-9% -$121K 0.6% 53
2024
Q3 		$1.27M Sell
25,923
-2,840
-10% -$134K 0.69% 41
2024
Q2 		$1.31M Sell
28,763
-3,865
-12% -$174K 0.74% 33
2024
Q1 		$1.52M Sell
32,628
-6,257
-16% -$277K 0.96% 27
2023
Q4 		$1.71M Sell
38,885
-11,768
-23% -$462K 1.21% 23
2023
Q3 		$1.96M Buy
50,653
+18
+0% +$740 1.57% 17
2023
Q2 		$2.1M Sell
50,635
-741
-1% -$29K 1.63% 17
2023
Q1 		$2M Buy
51,376
+3,201
+7% +$125K 1.62% 16
2022
Q4 		$1.74M Sell
48,175
-26,162
-35% -$958K 1.37% 19
2022
Q3 		$2.58M Buy
74,337
+19
+0% +$728 2.3% 13
2022
Q2 		$2.62M Buy
74,318
+17,190
+30% +$665K 2.23% 14
2022
Q1 		$2.52M Buy
57,128
+5,162
+10% +$226K 1.99% 14
2021
Q4 		$2.58M Buy
+51,966
New +$2.63M 2.03% 14

Other funds holding ISCG

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $119M AUM 10.48% 1-Year Est. Return

Shelton Wealth Management's ISCG Position: Q3 2026 in Review

Shelton Wealth Management reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.13% in Q3 2026, selling an estimated $1.52K and leaving 18,379 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #76.

Shelton Wealth Management first reported a position in ISCG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.62M in Q2 2022. 26 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

  • Shelton Wealth Management held 18,379 shares of iShares Morningstar Small-Cap Growth ETF worth $1.12M as of Q3 2026.
  • Shelton Wealth Management sold 24 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $1.52K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.44% of Shelton Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Shelton Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Shelton Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $2.62M in Q2 2022.
  • 26 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.