Guardian Wealth Advisors (North Carolina)’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q2	–	Sell	-57	Closed	-$2.67K	–	450
2024 Q1	$2.67K	Sell	57 -255	-82%	-$11.3K	﹤0.01%	425
2023 Q4	$13.7K	Buy	312 +1	+0.3%	+$39	﹤0.01%	368
2023 Q3	$12.1K	Hold	311	–	–	﹤0.01%	349
2023 Q2	$12.9K	Buy	311 +1	+0.3%	+$39	﹤0.01%	333
2023 Q1	$12.1K	Hold	310	–	–	﹤0.01%	329
2022 Q4	$11.2K	Sell	310 -398	-56%	-$14.6K	﹤0.01%	313
2022 Q3	$25K	Sell	708 -187	-21%	-$7.16K	﹤0.01%	262
2022 Q2	$32K	Buy	895 +401	+81%	+$15.5K	0.01%	251
2022 Q1	$22K	Hold	494	–	–	0.01%	205
2021 Q4	$25K	Buy	+494	New	+$25K	0.01%	190

Other funds holding ISCG

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina)'s ISCG Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2024, closing a stake of 57 shares — an estimated $2.67K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ISCG in Q4 2021 and held it in 10 quarters. The position peaked at $32K in Q2 2022. 134 funds tracked by Wall St. Rank hold ISCG as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 57 iShares Morningstar Small-Cap Growth ETF shares in Q2 2024, an estimated $2.67K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Morningstar Small-Cap Growth ETF position peaked at $32K in Q2 2022.
134 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.