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Concert Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-900
Closed -$22K – 712
2016
Q3 		$22K Buy
+900
New +$21.3K ﹤0.01% 897

Other funds holding ISCG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Concert Wealth Management's ISCG Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2016, closing a stake of 900 shares — an estimated $22K sold.

Concert Wealth Management first reported a position in ISCG in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 39 funds tracked by Wall St. Rank hold ISCG as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 900 iShares Morningstar Small-Cap Growth ETF shares in Q4 2016, an estimated $22K.
  • Concert Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $22K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.