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Intelligence Driven Advisers’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Intelligence Driven Advisers’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
2019
Q2 		– Sell
-11,036
Closed -$467K – 108
2019
Q1 		$467K Sell
11,036
-84
-0.8% -$3.48K 0.26% 52
2018
Q4 		$411K Buy
+11,120
New +$455K 0.26% 62

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return

Intelligence Driven Advisers's ISCB Position: Q2 2019 in Review

Intelligence Driven Advisers sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2019, closing a stake of 11,036 shares — an estimated $467K sold.

Intelligence Driven Advisers first reported a position in ISCB in Q4 2018 and held it in 2 quarters. The position peaked at $467K in Q1 2019. 60 funds tracked by Wall St. Rank hold ISCB as of Q2 2019.

  • Intelligence Driven Advisers reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 11,036 iShares Morningstar Small-Cap ETF shares in Q2 2019, an estimated $467K.
  • Intelligence Driven Advisers first reported a position in iShares Morningstar Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Intelligence Driven Advisers's iShares Morningstar Small-Cap ETF position peaked at $467K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2019.

Based on Intelligence Driven Advisers's 13F filing for Q2 2019, filed 4 Sep 2020.