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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
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

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Towerpoint Wealth's ISCG Position: Q2 2026 in Review

Towerpoint Wealth opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,298 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #109 among its holdings. This is a return to the name: Towerpoint Wealth previously reported a position in ISCG as recently as Q4 2025.

Towerpoint Wealth first reported a position in ISCG in Q4 2018 and has held it in 25 quarters since. The position peaked at $490K in Q4 2020. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Towerpoint Wealth held 3,298 shares of iShares Morningstar Small-Cap Growth ETF worth $216K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new Towerpoint Wealth position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.07% of Towerpoint Wealth's portfolio in Q2 2026, its #109 holding.
  • Towerpoint Wealth first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • Towerpoint Wealth's iShares Morningstar Small-Cap Growth ETF position peaked at $490K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.