As of the latest SEC filings, ISHARES MORNINGSTAR SMALL-CAP (ISCG) is held by 6 institutional funds. The largest fund shareholder is The E-Valuator Growth (70%-85%) RMS Fund (EVGLX), holding an estimated $5,875,930.00 in market value, representing 2.34% of its portfolio.
Funds holding ISHARES MORNINGSTAR SMALL-CAP (ISCG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ISCG
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 2.34% | $5,875,930.00 | 107,225 | Mar 31, 2026 | May 26, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 2.04% | $4,779,162.80 | 87,211 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.89% | $2,732,876.00 | 49,870 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.37% | $442,619.60 | 8,077 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.78% | $377,352.80 | 6,886 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.31% | $67,404.00 | 1,230 | Mar 31, 2026 | May 26, 2026 |
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