Biltmore Capital Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Biltmore Capital Advisors’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
2021 Q4	$460K	Buy	+9,271	New	+$469K	0.08%	92

Other funds holding ISCG

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

MTC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Biltmore Capital Advisors's ISCG Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2021: 9,271 shares worth $460K. The stake represents 0.08% of the portfolio and ranks #92 among its holdings.

118 funds tracked by Wall St. Rank hold ISCG as of Q4 2021.

Biltmore Capital Advisors held 9,271 shares of iShares Morningstar Small-Cap Growth ETF worth $460K as of Q4 2021.
iShares Morningstar Small-Cap Growth ETF was a new Biltmore Capital Advisors position in Q4 2021.
iShares Morningstar Small-Cap Growth ETF made up 0.08% of Biltmore Capital Advisors's portfolio in Q4 2021, its #92 holding.
118 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.