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Bridgeworth’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bridgeworth’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-508
Closed -$22K – 320
2018
Q2 		$22K Buy
+508
New +$22.4K 0.01% 369

Other funds holding ISCB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgeworth's ISCB Position: Q3 2018 in Review

Bridgeworth sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2018, closing a stake of 508 shares — an estimated $22K sold.

Bridgeworth first reported a position in ISCB in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 56 funds tracked by Wall St. Rank hold ISCB as of Q3 2018.

  • Bridgeworth reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 508 iShares Morningstar Small-Cap ETF shares in Q3 2018, an estimated $22K.
  • Bridgeworth first reported a position in iShares Morningstar Small-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's iShares Morningstar Small-Cap ETF position peaked at $22K in Q2 2018.
  • 56 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.