High Net Worth Advisory Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

High Net Worth Advisory Group’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 Q2	–	Sell	-41	Closed	-$2K	–	696
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	642
2021 Q4	$2K	Buy	+41	New	+$2.08K	﹤0.01%	653

Other funds holding ISCG

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

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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

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 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

High Net Worth Advisory Group's ISCG Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2022, closing a stake of 41 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in ISCG in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 106 funds tracked by Wall St. Rank hold ISCG as of Q2 2022.

High Net Worth Advisory Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 41 iShares Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $2K.
High Net Worth Advisory Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
High Net Worth Advisory Group's iShares Morningstar Small-Cap Growth ETF position peaked at $2K in Q1 2022.
106 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.