Icon Wealth Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-42	Closed	-$1K	–	466
2019 Q1	$1K	Buy	+42	New	+$1.34K	﹤0.01%	866
2018 Q3	–	Sell	-42	Closed	-$1K	–	495
2018 Q2	$1K	Buy	+42	New	+$1.35K	﹤0.01%	817
2018 Q1	–	Sell	-42	Closed	-$1K	–	493
2017 Q4	$1K	Buy	+42	New	+$1.23K	﹤0.01%	853

Other funds holding ISCG

SFS

Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MTC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Icon Wealth Partners's ISCG Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2019, closing a stake of 42 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in ISCG in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 62 funds tracked by Wall St. Rank hold ISCG as of Q2 2019.

Icon Wealth Partners reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 42 iShares Morningstar Small-Cap Growth ETF shares in Q2 2019, an estimated $1K.
Icon Wealth Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $1K in Q1 2019.
62 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.