TPWA
ISCG icon

Twin Peaks Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-622
Closed -$34.1K – 1204
2026
Q1 		$34.1K Buy
+622
New +$35.8K 0.01% 531
2025
Q3 		– Sell
-760
Closed -$39.4K – 1137
2025
Q2 		$39.4K Buy
+760
New +$35.1K 0.01% 394

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

Twin Peaks Wealth Advisors's ISCG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026, closing a stake of 622 shares — an estimated $34.1K sold.

Twin Peaks Wealth Advisors first reported a position in ISCG in Q2 2025 and held it in 2 quarters. The position peaked at $39.4K in Q2 2025. 166 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 622 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $34.1K.
  • Twin Peaks Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $39.4K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.