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

Towerpoint 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 Q3	$202K	Hold	3,298	–	–	0.07%	110
2026 Q2	$216K	Buy	+3,298	New	+$202K	0.07%	109
2026 Q1	–	Sell	-4,624	Closed	-$256K	–	97
2025 Q4	$256K	Buy	4,624 +250	+6%	+$13.8K	0.1%	79
2025 Q3	$238K	Hold	4,374	–	–	0.1%	82
2025 Q2	$218K	Buy	+4,374	New	+$202K	0.1%	87
2025 Q1	–	Sell	-4,416	Closed	-$218K	–	82
2024 Q4	$218K	Hold	4,416	–	–	0.11%	77
2024 Q3	$216K	Hold	4,416	–	–	0.1%	81
2024 Q2	$201K	Sell	4,416 -577	-12%	-$26K	0.1%	81
2024 Q1	$233K	Hold	4,993	–	–	0.12%	71
2023 Q4	$220K	Buy	+4,993	New	+$196K	0.12%	71
2023 Q3	–	Sell	-5,098	Closed	-$211K	–	79
2023 Q2	$211K	Buy	+5,098	New	+$200K	0.12%	80
2022 Q3	–	Sell	-6,433	Closed	-$227K	–	85
2022 Q2	$227K	Hold	6,433	–	–	0.14%	78
2022 Q1	$284K	Sell	6,433 -1,070	-14%	-$46.9K	0.14%	72
2021 Q4	$372K	Hold	7,503	–	–	0.18%	60
2021 Q3	$369K	Sell	7,503 -405	-5%	-$20.4K	0.18%	55
2021 Q2	$410K	Hold	7,908	–	–	0.2%	54
2021 Q1	$396K	Sell	7,908 -1,770	-18%	-$94.4K	0.19%	56
2020 Q4	$490K	Sell	9,678 -60	-0.6%	-$2.72K	0.25%	43
2020 Q3	$386K	Sell	9,738 -1,596	-14%	-$62K	0.21%	42
2020 Q2	$417K	Sell	11,334 -210	-2%	-$6.93K	0.26%	39
2020 Q1	$320K	Sell	11,544 -810	-7%	-$27K	0.25%	38
2019 Q4	$436K	Sell	12,354 -300	-2%	-$10.2K	0.29%	33
2019 Q3	$411K	Buy	12,654 +360	+3%	+$12.2K	0.28%	31
2019 Q2	$427K	Sell	12,294 -786	-6%	-$26.3K	0.3%	30
2019 Q1	$435K	Sell	13,080 -324	-2%	-$10.3K	0.3%	31
2018 Q4	$372K	Buy	+13,404	New	+$411K	0.3%	29

Other funds holding ISCG

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Towerpoint Wealth's ISCG Position: Q3 2026 in Review

Towerpoint Wealth held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2026 at 3,298 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #110.

Towerpoint Wealth first reported a position in ISCG in Q4 2018 and has held it in 26 quarters since. The position peaked at $490K in Q4 2020. 26 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Towerpoint Wealth held 3,298 shares of iShares Morningstar Small-Cap Growth ETF worth $202K as of Q3 2026.
Towerpoint Wealth left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.07% of Towerpoint Wealth's portfolio in Q3 2026, its #110 holding.
Towerpoint Wealth first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 26 quarters since.
Towerpoint Wealth's iShares Morningstar Small-Cap Growth ETF position peaked at $490K in Q4 2020.
26 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.