Tortoise Investment Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-2,922	Closed	-$159K	–	820
2025 Q3	$159K	Hold	2,922	–	–	0.01%	251
2025 Q2	$145K	Hold	2,922	–	–	0.01%	253
2025 Q1	$132K	Hold	2,922	–	–	0.01%	251
2024 Q4	$145K	Hold	2,922	–	–	0.02%	264
2024 Q3	$143K	Hold	2,922	–	–	0.01%	267
2024 Q2	$133K	Buy	+2,922	New	+$131K	0.02%	268

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tortoise Investment Management's ISCG Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2025, closing a stake of 2,922 shares — an estimated $159K sold.

Tortoise Investment Management first reported a position in ISCG in Q2 2024 and held it in 6 quarters. The position peaked at $159K in Q3 2025. 156 funds tracked by Wall St. Rank hold ISCG as of Q4 2025.

Tortoise Investment Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2,922 iShares Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $159K.
Tortoise Investment Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
Tortoise Investment Management's iShares Morningstar Small-Cap Growth ETF position peaked at $159K in Q3 2025.
156 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.