Aris Wealth Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Aris Wealth Services’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
2015 Q3	$9K	Hold	402	–	–	0.02%	225
2015 Q2	$10K	Buy	+402	New	+$9.7K	0.01%	367

Other funds holding ISCG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Aris Wealth Services's ISCG Position: Q3 2015 in Review

Aris Wealth Services held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2015 at 402 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #225.

Aris Wealth Services first reported a position in ISCG in Q2 2015 and has held it in 2 quarters since. The position peaked at $10K in Q2 2015. 38 funds tracked by Wall St. Rank hold ISCG as of Q3 2015.

Aris Wealth Services held 402 shares of iShares Morningstar Small-Cap Growth ETF worth $9K as of Q3 2015.
Aris Wealth Services left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2015.
iShares Morningstar Small-Cap Growth ETF made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #225 holding.
Aris Wealth Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2015 and has held it in 2 quarters since.
Aris Wealth Services's iShares Morningstar Small-Cap Growth ETF position peaked at $10K in Q2 2015.
38 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.