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

Stifel Financial’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 		$847K Buy
15,464
+1,352
+10% +$77.8K ﹤0.01% 2549
2025
Q4 		$783K Buy
14,112
+614
+5% +$33.9K ﹤0.01% 2588
2025
Q3 		$733K Buy
+13,498
New +$704K ﹤0.01% 2576
2025
Q2 		– Sell
-12,889
Closed -$581K – 3529
2025
Q1 		$581K Sell
12,889
-3,600
-22% -$176K ﹤0.01% 2595
2024
Q4 		$816K Sell
16,489
-146
-0.9% -$7.43K ﹤0.01% 2381
2024
Q3 		$814K Sell
16,635
-6,639
-29% -$312K ﹤0.01% 2366
2024
Q2 		$1.06M Buy
23,274
+241
+1% +$10.8K ﹤0.01% 2129
2024
Q1 		$1.07M Sell
23,033
-3,983
-15% -$176K ﹤0.01% 2142
2023
Q4 		$1.19M Buy
27,016
+717
+3% +$28.2K ﹤0.01% 2026
2023
Q3 		$1.02M Buy
26,299
+9,760
+59% +$401K ﹤0.01% 2042
2023
Q2 		$685K Buy
16,539
+347
+2% +$13.6K ﹤0.01% 2329
2023
Q1 		$631K Sell
16,192
-1,220
-7% -$47.5K ﹤0.01% 2380
2022
Q4 		$628K Buy
17,412
+4,453
+34% +$163K ﹤0.01% 2343
2022
Q3 		$450K Buy
12,959
+395
+3% +$15.1K ﹤0.01% 2487
2022
Q2 		$444K Sell
12,564
-5,636
-31% -$218K ﹤0.01% 2536
2022
Q1 		$804K Buy
18,200
+10,402
+133% +$456K ﹤0.01% 2270
2021
Q4 		$387K Sell
7,798
-1,082
-12% -$54.8K ﹤0.01% 2740
2021
Q3 		$437K Buy
8,880
+876
+11% +$44.1K ﹤0.01% 2653
2021
Q2 		$415K Sell
8,004
-4,902
-38% -$248K ﹤0.01% 2692
2021
Q1 		$646K Sell
12,906
-30,564
-70% -$1.63M ﹤0.01% 2317
2020
Q4 		$2.2M Buy
+43,470
New +$1.97M ﹤0.01% 1330
2020
Q3 		– Sell
-5,454
Closed -$201K – 2936
2020
Q2 		$201K Buy
+5,454
New +$180K ﹤0.01% 2585
2019
Q3 		– Sell
-47,484
Closed -$1.61M – 2911
2019
Q2 		$1.61M Sell
47,484
-28,476
-37% -$951K ﹤0.01% 1484
2019
Q1 		$2.53M Buy
+75,960
New +$2.42M 0.01% 1118
2014
Q2 		– Sell
-25,020
Closed -$545K – 2229
2014
Q1 		$545K Buy
+25,020
New +$549K 0.01% 1394

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 $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Stifel Financial's ISCG Position: Q1 2026 in Review

Stifel Financial increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 9.6% in Q1 2026, buying an estimated $77.8K and bringing the position to 15,464 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Stifel Financial first reported a position in ISCG in Q1 2014 and has held it in 25 quarters since. The position peaked at $2.53M in Q1 2019. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Stifel Financial held 15,464 shares of iShares Morningstar Small-Cap Growth ETF worth $847K as of Q1 2026.
  • Stifel Financial bought 1,352 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $77.8K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2549 holding.
  • Stifel Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 25 quarters since.
  • Stifel Financial's iShares Morningstar Small-Cap Growth ETF position peaked at $2.53M in Q1 2019.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.