Csenge Advisory Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Csenge Advisory Group’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
2022 Q1	–	Sell	-15,573	Closed	-$811K	–	661
2021 Q4	$811K	Buy	15,573 +2,692	+21%	+$136K	0.07%	235
2021 Q3	$643K	Sell	12,881 -2,692	-17%	-$136K	0.05%	312
2021 Q2	$811K	Buy	15,573 +4,023	+35%	+$204K	0.07%	235
2021 Q1	$587K	Buy	+11,550	New	+$616K	0.06%	245

Other funds holding ISCG

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

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

AAS

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

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

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

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

MTC

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

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

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Csenge Advisory Group's ISCG Position: Q1 2022 in Review

Csenge Advisory Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2022, closing a stake of 15,573 shares — an estimated $811K sold.

Csenge Advisory Group first reported a position in ISCG in Q1 2021 and held it in 4 quarters. The position peaked at $811K in Q4 2021. 117 funds tracked by Wall St. Rank hold ISCG as of Q1 2022.

Csenge Advisory Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 15,573 iShares Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $811K.
Csenge Advisory Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2021 and held it in 4 quarters.
Csenge Advisory Group's iShares Morningstar Small-Cap Growth ETF position peaked at $811K in Q4 2021.
117 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.