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

Intelligence Driven Advisers’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
-13,674
Closed -$455K – 109
2019
Q1 		$455K Buy
13,674
+162
+1% +$5.15K 0.25% 59
2018
Q4 		$375K Buy
+13,512
New +$414K 0.24% 64

Other funds holding ISCG

SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Intelligence Driven Advisers sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2019, closing a stake of 13,674 shares — an estimated $455K sold.

Intelligence Driven Advisers first reported a position in ISCG in Q4 2018 and held it in 2 quarters. The position peaked at $455K in Q1 2019. 62 funds tracked by Wall St. Rank hold ISCG as of Q2 2019.

  • Intelligence Driven Advisers reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 13,674 iShares Morningstar Small-Cap Growth ETF shares in Q2 2019, an estimated $455K.
  • Intelligence Driven Advisers first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Intelligence Driven Advisers's iShares Morningstar Small-Cap Growth ETF position peaked at $455K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2019.

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