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

Dravo Bay’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 Q2	–	Sell	-357	Closed	-$19.1K	–	99
2022 Q1	$19.1K	Buy	+357	New	+$18.9K	0.02%	82

Other funds holding ISCB

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

AAS

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

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

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

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Dravo Bay's ISCB Position: Q2 2022 in Review

Dravo Bay sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2022, closing a stake of 357 shares — an estimated $19.1K sold.

Dravo Bay first reported a position in ISCB in Q1 2022 and held it in 1 quarter. The position peaked at $19.1K in Q1 2022. 60 funds tracked by Wall St. Rank hold ISCB as of Q2 2022.

Dravo Bay reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Dravo Bay sold 357 iShares Morningstar Small-Cap ETF shares in Q2 2022, an estimated $19.1K.
Dravo Bay first reported a position in iShares Morningstar Small-Cap ETF in Q1 2022 and held it in 1 quarter.
Dravo Bay's iShares Morningstar Small-Cap ETF position peaked at $19.1K in Q1 2022.
60 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2022.

Based on Dravo Bay's 13F filing for Q2 2022, filed 15 Aug 2022.