Wealthcare Advisory Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Wealthcare Advisory Partners’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	$358K	Sell	5,466 -334	-6%	-$20.4K	0.01%	818
2026 Q1	$318K	Buy	5,800 +1,036	+22%	+$59.6K	0.01%	856
2025 Q4	$264K	Sell	4,764 -12	-0.3%	-$663	0.01%	924
2025 Q3	$259K	Sell	4,776 -61	-1%	-$3.18K	0.01%	901
2025 Q2	$241K	Buy	+4,837	New	+$223K	0.01%	870

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

Wealthcare Advisory Partners's ISCG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 5.8% in Q2 2026, selling an estimated $20.4K and leaving 5,466 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #818.

Wealthcare Advisory Partners first reported a position in ISCG in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Wealthcare Advisory Partners held 5,466 shares of iShares Morningstar Small-Cap Growth ETF worth $358K as of Q2 2026.
Wealthcare Advisory Partners sold 334 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $20.4K.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #818 holding.
Wealthcare Advisory Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.