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Armbruster Capital Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Armbruster Capital 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
2022
Q2 		– Sell
-20,029
Closed -$885K – 113
2022
Q1 		$885K Sell
20,029
-20,647
-51% -$905K 0.21% 55
2021
Q4 		$2.02M Buy
+40,676
New +$2.06M 0.46% 42

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Armbruster Capital Management's ISCG Position: Q2 2022 in Review

Armbruster Capital Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2022, closing a stake of 20,029 shares — an estimated $885K sold.

Armbruster Capital Management first reported a position in ISCG in Q4 2021 and held it in 2 quarters. The position peaked at $2.02M in Q4 2021. 106 funds tracked by Wall St. Rank hold ISCG as of Q2 2022.

  • Armbruster Capital Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Armbruster Capital Management sold 20,029 iShares Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $885K.
  • Armbruster Capital Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Armbruster Capital Management's iShares Morningstar Small-Cap Growth ETF position peaked at $2.02M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on Armbruster Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.