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

Summit 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 		– Sell
-3,671
Closed -$204K – 1436
2025
Q4 		$204K Buy
+3,671
New +$203K ﹤0.01% 1241

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Summit Financial's ISCG Position: Q1 2026 in Review

Summit Financial sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026, closing a stake of 3,671 shares — an estimated $204K sold.

Summit Financial first reported a position in ISCG in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Summit Financial reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 3,671 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $204K.
  • Summit Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Summit Financial's iShares Morningstar Small-Cap Growth ETF position peaked at $204K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.