WPG Advisers’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

WPG Advisers’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	$7.39K	Hold	113	–	–	﹤0.01%	866
2026 Q1	$6.17K	Buy	113 +1	+0.9%	+$58	﹤0.01%	827
2025 Q4	$6.24K	Hold	112	–	–	﹤0.01%	840
2025 Q3	$6.09K	Hold	112	–	–	﹤0.01%	843
2025 Q2	$5.57K	Hold	112	–	–	﹤0.01%	845
2025 Q1	$5.04K	Sell	112 -36	-24%	-$1.76K	﹤0.01%	866
2024 Q4	$7.3K	Buy	+148	New	+$7.53K	0.01%	722

Other funds holding ISCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

MTC

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

NAMNJ

NorthStar Asset Management (New Jersey) Hackettstown, New Jersey $246M AUM 25.97% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

WPG Advisers's ISCG Position: Q2 2026 in Review

WPG Advisers held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 113 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

WPG Advisers first reported a position in ISCG in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

WPG Advisers held 113 shares of iShares Morningstar Small-Cap Growth ETF worth $7.39K as of Q2 2026.
WPG Advisers left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #866 holding.
WPG Advisers first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.