SWP
ISCG icon

Strategic Wealth Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Strategic Wealth Partners’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
2025
Q3 		– Sell
-2,004
Closed -$99.7K – 1355
2025
Q2 		$99.7K Buy
+2,004
New +$92.5K 0.01% 394

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
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
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Strategic Wealth Partners's ISCG Position: Q3 2025 in Review

Strategic Wealth Partners sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2025, closing a stake of 2,004 shares — an estimated $99.7K sold.

Strategic Wealth Partners first reported a position in ISCG in Q2 2025 and held it in 1 quarter. The position peaked at $99.7K in Q2 2025. 149 funds tracked by Wall St. Rank hold ISCG as of Q3 2025.

  • Strategic Wealth Partners reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 2,004 iShares Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $99.7K.
  • Strategic Wealth Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $99.7K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.