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

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return