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

Veridan 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
2025
Q1 		$1.34M Buy
29,689
+3,037
+11% +$149K 0.6% 37
2024
Q4 		$1.36M Buy
+26,652
New +$1.36M 0.64% 39

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Veridan Wealth's ISCG Position: Q1 2025 in Review

Veridan Wealth increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 11% in Q1 2025, buying an estimated $149K and bringing the position to 29,689 shares worth $1.34M. The position accounts for 0.6% of the portfolio, ranked #37.

Veridan Wealth first reported a position in ISCG in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.36M in Q4 2024. 139 funds tracked by Wall St. Rank hold ISCG as of Q1 2025.

  • Veridan Wealth held 29,689 shares of iShares Morningstar Small-Cap Growth ETF worth $1.34M as of Q1 2025.
  • Veridan Wealth bought 3,037 iShares Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $149K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.6% of Veridan Wealth's portfolio in Q1 2025, its #37 holding.
  • Veridan Wealth first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Veridan Wealth's iShares Morningstar Small-Cap Growth ETF position peaked at $1.36M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Veridan Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.