Wealth Enhancement Advisory Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Wealth Enhancement Advisory Services’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	$612K	Buy	9,594 +1,440	+18%	+$88K	﹤0.01%	2494
2026 Q1	$454K	Buy	8,154 +3,937	+93%	+$226K	﹤0.01%	2394
2025 Q4	$245K	Sell	4,217 -179	-4%	-$9.89K	﹤0.01%	3100
2025 Q3	$241K	Sell	4,396 -1,492	-25%	-$77.8K	﹤0.01%	2970
2025 Q2	$298K	Buy	+5,888	New	+$272K	﹤0.01%	2651
2025 Q1	–	Sell	-4,112	Closed	-$203K	–	3061
2024 Q4	$203K	Sell	4,112 -247	-6%	-$12.6K	﹤0.01%	2683
2024 Q3	$213K	Buy	+4,359	New	+$205K	﹤0.01%	2410

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's ISCG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 18% in Q2 2026, buying an estimated $88K and bringing the position to 9,594 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Wealth Enhancement Advisory Services first reported a position in ISCG in Q3 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Wealth Enhancement Advisory Services held 9,594 shares of iShares Morningstar Small-Cap Growth ETF worth $612K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,440 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $88K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2494 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.