Westend Capital Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Westend Capital Management’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	$20.3K	Sell	310 -269	-46%	-$16.4K	﹤0.01%	133
2026 Q1	$31.7K	Buy	+579	New	+$33.3K	0.01%	109

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

Westend Capital Management's ISCG Position: Q2 2026 in Review

Westend Capital Management reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 46% in Q2 2026, selling an estimated $16.4K and leaving 310 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Westend Capital Management first reported a position in ISCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $31.7K in Q1 2026. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Westend Capital Management held 310 shares of iShares Morningstar Small-Cap Growth ETF worth $20.3K as of Q2 2026.
Westend Capital Management sold 269 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16.4K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #133 holding.
Westend Capital Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
Westend Capital Management's iShares Morningstar Small-Cap Growth ETF position peaked at $31.7K in Q1 2026.
167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.