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Steward Partners Investment Advisory’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Steward Partners Investment Advisory’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 		$314K Buy
4,791
+103
+2% +$6.3K ﹤0.01% 1975
2026
Q1 		$257K Buy
4,688
+1
+0% +$58 ﹤0.01% 1893
2025
Q4 		$260K Buy
4,687
+2
+0% +$111 ﹤0.01% 1788
2025
Q3 		$254K Buy
4,685
+1
+0% +$52 ﹤0.01% 1741
2025
Q2 		$233K Buy
4,684
+2,143
+84% +$98.9K ﹤0.01% 1686
2025
Q1 		$114K Buy
2,541
+292
+13% +$14.3K ﹤0.01% 1938
2024
Q4 		$111K Buy
2,249
+135
+6% +$6.87K ﹤0.01% 1924
2024
Q3 		$104K Buy
2,114
+1,077
+104% +$50.7K ﹤0.01% 1860
2024
Q2 		$47.2K Sell
1,037
-570
-35% -$25.6K ﹤0.01% 2136
2024
Q1 		$74.8K Buy
1,607
+1,139
+243% +$50.4K ﹤0.01% 1899
2023
Q4 		$20.6K Hold
468
– – ﹤0.01% 2397
2023
Q3 		$18.1K Hold
468
– – ﹤0.01% 2356
2023
Q2 		$19.4K Hold
468
– – ﹤0.01% 2306
2023
Q1 		$18.2K Hold
468
– – ﹤0.01% 2282
2022
Q4 		$16.9K Hold
468
– – ﹤0.01% 2317
2022
Q3 		$16K Hold
468
– – ﹤0.01% 2321
2022
Q2 		$17K Hold
468
– – ﹤0.01% 2297
2022
Q1 		$21K Hold
468
– – ﹤0.01% 2335
2021
Q4 		$23K Hold
468
– – ﹤0.01% 2261
2021
Q3 		$23K Hold
468
– – ﹤0.01% 2261
2021
Q2 		$24K Sell
468
-192
-29% -$9.72K ﹤0.01% 4861
2021
Q1 		$33K Sell
660
-108
-14% -$5.76K ﹤0.01% 2211
2020
Q4 		$39K Buy
+768
New +$34.8K ﹤0.01% 1787

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

Steward Partners Investment Advisory's ISCG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 2.2% in Q2 2026, buying an estimated $6.3K and bringing the position to 4,791 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Steward Partners Investment Advisory first reported a position in ISCG in Q4 2020 and has held it in 23 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Steward Partners Investment Advisory held 4,791 shares of iShares Morningstar Small-Cap Growth ETF worth $314K as of Q2 2026.
  • Steward Partners Investment Advisory bought 103 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $6.3K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1975 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.