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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
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 $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

Twin Peaks Wealth Advisors's ISCG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2026: 622 shares worth $34.1K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ISCG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ISCG in Q2 2025 and has held it in 2 quarters since. The position peaked at $39.4K in Q2 2025. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 622 shares of iShares Morningstar Small-Cap Growth ETF worth $34.1K as of Q1 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #531 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $39.4K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.