SWM
ISCG icon

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

Steinberganna 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 		$3.12M Sell
47,572
-3,701
-7% -$226K 1.27% 17
2026
Q1 		$2.81M Buy
51,273
+1,637
+3% +$94.2K 1.35% 13
2025
Q4 		$2.75M Sell
49,636
-1,099
-2% -$60.7K 1.29% 18
2025
Q3 		$2.76M Buy
+50,735
New +$2.65M 1.3% 17

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
GFA
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Steinberganna Wealth Management reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 7.2% in Q2 2026, selling an estimated $226K and leaving 47,572 shares worth $3.12M. The position accounts for 1.27% of the portfolio, ranked #17.

Steinberganna Wealth Management first reported a position in ISCG in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Steinberganna Wealth Management held 47,572 shares of iShares Morningstar Small-Cap Growth ETF worth $3.12M as of Q2 2026.
  • Steinberganna Wealth Management sold 3,701 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $226K.
  • iShares Morningstar Small-Cap Growth ETF made up 1.27% of Steinberganna Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Steinberganna Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.