Wealth Enhancement Advisory Services
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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 – 3062
2024
Q4 		$203K Sell
4,112
-247
-6% -$12.6K ﹤0.01% 2683
2024
Q3 		$213K Buy
+4,359
New +$205K ﹤0.01% 2410

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MAG
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TBFA
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LI
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IFG
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GSC
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SWM
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FTS
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return