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

Visionary 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 		$1.02M Buy
15,528
+1,591
+11% +$97.3K 0.04% 308
2026
Q1 		$764K Buy
13,937
+214
+2% +$12.3K 0.03% 324
2025
Q4 		$761K Sell
13,723
-1,268
-8% -$70.1K 0.03% 308
2025
Q3 		$814K Buy
14,991
+5,114
+52% +$267K 0.04% 307
2025
Q2 		$491K Buy
9,877
+4,453
+82% +$206K 0.03% 363
2025
Q1 		$244K Buy
5,424
+5
+0.1% +$245 0.01% 485
2024
Q4 		$268K Sell
5,419
-43
-0.8% -$2.19K 0.02% 466
2024
Q3 		$267K Sell
5,462
-226
-4% -$10.6K 0.02% 462
2024
Q2 		$259K Sell
5,688
-8,792
-61% -$396K 0.02% 437
2024
Q1 		$674K Sell
14,480
-2,811
-16% -$124K 0.05% 284
2023
Q4 		$761K Sell
17,291
-8,528
-33% -$335K 0.06% 258
2023
Q3 		$1M Sell
25,819
-453
-2% -$18.6K 0.08% 210
2023
Q2 		$1.09M Sell
26,272
-2,045
-7% -$80.1K 0.09% 199
2023
Q1 		$1.1M Buy
28,317
+300
+1% +$11.7K 0.09% 184
2022
Q4 		$1.01M Hold
28,017
– – 0.09% 173
2022
Q3 		$971K Sell
28,017
-5,693
-17% -$218K 0.1% 171
2022
Q2 		$1.19M Buy
+33,710
New +$1.3M 0.11% 160
2021
Q1 		– Sell
-41,844
Closed -$2.12M – 322
2020
Q4 		$2.12M Buy
+41,844
New +$1.9M 0.24% 95

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

Visionary Wealth Advisors's ISCG Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 11% in Q2 2026, buying an estimated $97.3K and bringing the position to 15,528 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #308.

Visionary Wealth Advisors first reported a position in ISCG in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.12M in Q4 2020. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Visionary Wealth Advisors held 15,528 shares of iShares Morningstar Small-Cap Growth ETF worth $1.02M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,591 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $97.3K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #308 holding.
  • Visionary Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $2.12M in Q4 2020.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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