Smartleaf Asset Management
ISCG icon

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
Q2 		$161K Hold
2,484
– – 0.01% 929
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 $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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Gallagher Fiduciary Advisors
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smartleaf Asset Management's ISCG Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 2,484 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #929.

Smartleaf Asset Management first reported a position in ISCG in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Smartleaf Asset Management held 2,484 shares of iShares Morningstar Small-Cap Growth ETF worth $161K as of Q2 2026.
  • Smartleaf Asset Management left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #929 holding.
  • Smartleaf Asset Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.