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

Cornerstone Advisory’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
2022
Q1 		– Sell
-1,944
Closed -$111K – 481
2021
Q4 		$111K Buy
+1,944
New +$113K 0.02% 322

Other funds holding ISCB

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return

Cornerstone Advisory's ISCB Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2022, closing a stake of 1,944 shares — an estimated $111K sold.

Cornerstone Advisory first reported a position in ISCB in Q4 2021 and held it in 1 quarter. The position peaked at $111K in Q4 2021. 66 funds tracked by Wall St. Rank hold ISCB as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,944 iShares Morningstar Small-Cap ETF shares in Q1 2022, an estimated $111K.
  • Cornerstone Advisory first reported a position in iShares Morningstar Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares Morningstar Small-Cap ETF position peaked at $111K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.