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Wolff Financial Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Wolff Financial 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 		$202K Buy
+3,085
New +$189K 0.04% 106
2022
Q4 		– Sell
-8,139
Closed -$282K – 101
2022
Q3 		$282K Buy
+8,139
New +$312K 0.13% 87

Other funds holding ISCG

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wolff Financial Management's ISCG Position: Q2 2026 in Review

Wolff Financial Management opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 3,085 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Wolff Financial Management previously reported a position in ISCG as recently as Q3 2022.

Wolff Financial Management first reported a position in ISCG in Q3 2022 and has held it in 2 quarters since. The position peaked at $282K in Q3 2022. 31 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Wolff Financial Management held 3,085 shares of iShares Morningstar Small-Cap Growth ETF worth $202K as of Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF was a new Wolff Financial Management position in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.04% of Wolff Financial Management's portfolio in Q2 2026, its #106 holding.
  • Wolff Financial Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • Wolff Financial Management's iShares Morningstar Small-Cap Growth ETF position peaked at $282K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.