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GPS Wealth Strategies Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-401
Closed -$17K – 599
2022
Q3 		$17K Buy
+401
New +$19K ﹤0.01% 651

Other funds holding ISCB

Morgan Stanley
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GPS Wealth Strategies Group's ISCB Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2022, closing a stake of 401 shares — an estimated $17K sold.

GPS Wealth Strategies Group first reported a position in ISCB in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 64 funds tracked by Wall St. Rank hold ISCB as of Q4 2022.

  • GPS Wealth Strategies Group reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 401 iShares Morningstar Small-Cap ETF shares in Q4 2022, an estimated $17K.
  • GPS Wealth Strategies Group first reported a position in iShares Morningstar Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • GPS Wealth Strategies Group's iShares Morningstar Small-Cap ETF position peaked at $17K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.