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Integrated Wealth Management (Palm Desert)’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-240
Closed -$9K – 621
2016
Q3 		$9K Buy
+240
New +$8.61K ﹤0.01% 786

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ISCB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2016, closing a stake of 240 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ISCB in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 41 funds tracked by Wall St. Rank hold ISCB as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 240 iShares Morningstar Small-Cap ETF shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares Morningstar Small-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares Morningstar Small-Cap ETF position peaked at $9K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.