Whipplewood Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Whipplewood Advisors’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	–	Sell	-3,300	Closed	-$181K	–	857
2026 Q1	$181K	Hold	3,300	–	–	0.09%	137
2025 Q4	$183K	Hold	3,300	–	–	0.12%	127
2025 Q3	$179K	Hold	3,300	–	–	0.12%	128
2025 Q2	$164K	Buy	3,300 +3,157	+2,208%	+$146K	0.09%	190
2025 Q1	$149K	Sell	143 -3,157	-96%	-$155K	0.09%	184
2024 Q4	$163K	Buy	+3,300	New	+$168K	0.09%	182

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

Whipplewood Advisors's ISCG Position: Q2 2026 in Review

Whipplewood Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026, closing a stake of 3,300 shares — an estimated $181K sold.

Whipplewood Advisors first reported a position in ISCG in Q4 2024 and held it in 6 quarters. The position peaked at $183K in Q4 2025. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Whipplewood Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 3,300 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $181K.
Whipplewood Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $183K in Q4 2025.
167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.