SAM
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Smartleaf Asset Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Smartleaf Asset 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
Q1 		$132K Buy
2,484
+110
+5% +$6.33K ﹤0.01% 980
2025
Q4 		$133K Sell
2,374
-278
-10% -$15.4K 0.01% 1033
2025
Q3 		$144K Sell
2,652
-52
-2% -$2.71K 0.01% 873
2025
Q2 		$134K Buy
2,704
+331
+14% +$15.3K 0.01% 745
2025
Q1 		$107K Buy
2,373
+447
+23% +$21.9K 0.01% 807
2024
Q4 		$95.3K Buy
1,926
+51
+3% +$2.6K 0.01% 858
2024
Q3 		$91.8K Buy
1,875
+382
+26% +$18K 0.01% 737
2024
Q2 		$67.5K Sell
1,493
-278
-16% -$12.5K 0.01% 674
2024
Q1 		$82.4K Sell
1,771
-59
-3% -$2.61K 0.02% 566
2023
Q4 		$81.5K Buy
+1,830
New +$71.9K 0.02% 459

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return