IIC
ISCG icon

Integrated Investment Consultants’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-1,782
Closed -$55K – 439
2018
Q1 		$55K Buy
+1,782
New +$54.7K 0.02% 411

Other funds holding ISCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Integrated Investment Consultants's ISCG Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2018, closing a stake of 1,782 shares — an estimated $55K sold.

Integrated Investment Consultants first reported a position in ISCG in Q1 2018 and held it in 1 quarter. The position peaked at $55K in Q1 2018. 58 funds tracked by Wall St. Rank hold ISCG as of Q2 2018.

  • Integrated Investment Consultants reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,782 iShares Morningstar Small-Cap Growth ETF shares in Q2 2018, an estimated $55K.
  • Integrated Investment Consultants first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's iShares Morningstar Small-Cap Growth ETF position peaked at $55K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.