SNS Financial Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

SNS Financial Group’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	$435K	Buy	+6,640	New	+$406K	0.01%	403

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SNS Financial Group's ISCG Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 6,640 shares worth $435K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings.

144 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

SNS Financial Group held 6,640 shares of iShares Morningstar Small-Cap Growth ETF worth $435K as of Q2 2026.
iShares Morningstar Small-Cap Growth ETF was a new SNS Financial Group position in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #403 holding.
144 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.