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

Wealth Enhancement Trust 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 		$955K Buy
14,578
+14,109
+3,008% +$862K 0.11% 156
2026
Q1 		$25.7K Buy
+469
New +$27K ﹤0.01% 526

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Wealth Enhancement Trust Services increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 3,008% in Q2 2026, buying an estimated $862K and bringing the position to 14,578 shares worth $955K. The position accounts for 0.11% of the portfolio, ranked #156.

Wealth Enhancement Trust Services first reported a position in ISCG in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Wealth Enhancement Trust Services held 14,578 shares of iShares Morningstar Small-Cap Growth ETF worth $955K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 14,109 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $862K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #156 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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