Creative Financial Designs’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Creative Financial Designs’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
2024 Q1	–	Sell	-230	Closed	-$12.3K	–	1697
2023 Q4	$12.3K	Buy	+230	New	+$11K	﹤0.01%	1028

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MWM

Mittelman Wealth Management Andover, Massachusetts $160M AUM 13.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Creative Financial Designs's ISCB Position: Q1 2024 in Review

Creative Financial Designs sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2024, closing a stake of 230 shares — an estimated $12.3K sold.

Creative Financial Designs first reported a position in ISCB in Q4 2023 and held it in 1 quarter. The position peaked at $12.3K in Q4 2023. 84 funds tracked by Wall St. Rank hold ISCB as of Q1 2024.

Creative Financial Designs reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 230 iShares Morningstar Small-Cap ETF shares in Q1 2024, an estimated $12.3K.
Creative Financial Designs first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 and held it in 1 quarter.
Creative Financial Designs's iShares Morningstar Small-Cap ETF position peaked at $12.3K in Q4 2023.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.