IHT Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-764	Closed	-$31K	–	887
2018 Q1	$31K	Buy	764 +96	+14%	+$4.17K	0.01%	831
2017 Q4	$30K	Buy	+668	New	+$28.3K	0.01%	857

Other funds holding ISCB

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BAMG

Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's ISCB Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2018, closing a stake of 764 shares — an estimated $31K sold.

IHT Wealth Management first reported a position in ISCB in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 53 funds tracked by Wall St. Rank hold ISCB as of Q2 2018.

IHT Wealth Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 764 iShares Morningstar Small-Cap ETF shares in Q2 2018, an estimated $31K.
IHT Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's iShares Morningstar Small-Cap ETF position peaked at $31K in Q1 2018.
53 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.