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TD Private Client Wealth’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

TD Private Client Wealth’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 		$108K Sell
1,963
-189
-9% -$10.9K ﹤0.01% 747
2025
Q4 		$119K Hold
2,152
– – ﹤0.01% 737
2025
Q3 		$117K Sell
2,152
-2,005
-48% -$105K ﹤0.01% 730
2025
Q2 		$207K Sell
4,157
-2,862
-41% -$132K 0.01% 624
2025
Q1 		$316K Sell
7,019
-9,490
-57% -$465K 0.01% 520
2024
Q4 		$817K Buy
16,509
+1,909
+13% +$97.2K 0.02% 388
2024
Q3 		$715K Buy
14,600
+309
+2% +$14.5K 0.02% 414
2024
Q2 		$650K Buy
14,291
+485
+4% +$21.8K 0.02% 406
2024
Q1 		$643K Buy
13,806
+554
+4% +$24.5K 0.02% 418
2023
Q4 		$583K Buy
13,252
+6,933
+110% +$272K 0.02% 415
2023
Q3 		$245K Sell
6,319
-1,079
-15% -$44.4K 0.01% 512
2023
Q2 		$306K Buy
7,398
+478
+7% +$18.7K 0.01% 494
2023
Q1 		$270K Sell
6,920
-54
-0.8% -$2.1K 0.01% 508
2022
Q4 		$251K Buy
6,974
+226
+3% +$8.27K 0.01% 517
2022
Q3 		$234K Buy
6,748
+480
+8% +$18.4K 0.01% 513
2022
Q2 		$221K Sell
6,268
-6,391
-50% -$247K 0.01% 515
2022
Q1 		$559K Sell
12,659
-26,173
-67% -$1.15M 0.02% 405
2021
Q4 		$1.93M Sell
38,832
-1,581
-4% -$80K 0.08% 241
2021
Q3 		$1.99M Sell
40,413
-37,530
-48% -$1.89M 0.09% 236
2021
Q2 		$4.04M Buy
77,943
+1,719
+2% +$87K 0.17% 136
2021
Q1 		$3.82M Buy
76,224
+714
+0.9% +$38.1K 0.18% 137
2020
Q4 		$3.82M Buy
75,510
+36,786
+95% +$1.67M 0.19% 124
2020
Q3 		$1.53M Buy
+38,724
New +$1.51M 0.09% 231

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

TD Private Client Wealth's ISCG Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 8.8% in Q1 2026, selling an estimated $10.9K and leaving 1,963 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

TD Private Client Wealth first reported a position in ISCG in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q2 2021. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • TD Private Client Wealth held 1,963 shares of iShares Morningstar Small-Cap Growth ETF worth $108K as of Q1 2026.
  • TD Private Client Wealth sold 189 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $10.9K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #747 holding.
  • TD Private Client Wealth first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • TD Private Client Wealth's iShares Morningstar Small-Cap Growth ETF position peaked at $4.04M in Q2 2021.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.