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

Gryphon Financial Partners’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 Q3	–	Sell	-390	Closed	-$14K	–	209
2022 Q2	$14K	Buy	+390	New	+$15.1K	﹤0.01%	213
2018 Q3	–	Sell	-414	Closed	-$14K	–	494
2018 Q2	$14K	Hold	414	–	–	0.01%	445
2018 Q1	$13K	Hold	414	–	–	0.01%	461
2017 Q4	$12K	Buy	+414	New	+$12.1K	0.01%	497

Other funds holding ISCG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 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

MTC

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

CFD

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

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

Gryphon Financial Partners's ISCG Position: Q3 2022 in Review

Gryphon Financial Partners sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2022, closing a stake of 390 shares — an estimated $14K sold.

Gryphon Financial Partners first reported a position in ISCG in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q2 2022. 105 funds tracked by Wall St. Rank hold ISCG as of Q3 2022.

Gryphon Financial Partners reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Gryphon Financial Partners sold 390 iShares Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $14K.
Gryphon Financial Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 4 quarters.
Gryphon Financial Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $14K in Q2 2022.
105 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.