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Financial Insights’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Financial Insights’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
2021
Q3 		– Sell
-420
Closed -$218K – 149
2021
Q2 		$218K Buy
+420
New +$21.3K 0.02% 220

Other funds holding ISCG

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
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Insights's ISCG Position: Q3 2021 in Review

Financial Insights sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2021, closing a stake of 420 shares — an estimated $218K sold.

Financial Insights first reported a position in ISCG in Q2 2021 and held it in 1 quarter. The position peaked at $218K in Q2 2021. 106 funds tracked by Wall St. Rank hold ISCG as of Q3 2021.

  • Financial Insights reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 420 iShares Morningstar Small-Cap Growth ETF shares in Q3 2021, an estimated $218K.
  • Financial Insights first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's iShares Morningstar Small-Cap Growth ETF position peaked at $218K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.