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

Synergy Financial Group’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	$639K	Buy	9,745 +1,692	+21%	+$103K	0.46%	44
2026 Q1	$441K	Buy	8,053 +161	+2%	+$9.26K	0.33%	65
2025 Q4	$438K	Buy	7,892 +336	+4%	+$18.6K	0.31%	62
2025 Q3	$410K	Buy	7,556 +364	+5%	+$19K	0.28%	64
2025 Q2	$358K	Hold	7,192	–	–	0.26%	74
2025 Q1	$324K	Hold	7,192	–	–	0.29%	72
2024 Q4	$356K	Buy	+7,192	New	+$366K	0.3%	65

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synergy Financial Group's ISCG Position: Q2 2026 in Review

Synergy Financial Group increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 9,745 shares worth $639K. The position accounts for 0.46% of the portfolio, ranked #44.

Synergy Financial Group first reported a position in ISCG in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Synergy Financial Group held 9,745 shares of iShares Morningstar Small-Cap Growth ETF worth $639K as of Q2 2026.
Synergy Financial Group bought 1,692 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $103K.
iShares Morningstar Small-Cap Growth ETF made up 0.46% of Synergy Financial Group's portfolio in Q2 2026, its #44 holding.
Synergy Financial Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.