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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
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 		$2.63M 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

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shelton Wealth Management's ISCG Position: Q2 2026 in Review

Shelton Wealth Management reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 2.7% in Q2 2026, selling an estimated $30.6K and leaving 18,403 shares worth $1.21M. The position accounts for 0.47% of the portfolio, ranked #75.

Shelton Wealth Management first reported a position in ISCG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.63M in Q2 2022. 27 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Shelton Wealth Management held 18,403 shares of iShares Morningstar Small-Cap Growth ETF worth $1.21M as of Q2 2026.
  • Shelton Wealth Management sold 501 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $30.6K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.47% of Shelton Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Shelton Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $2.63M in Q2 2022.
  • 27 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.