Ipsen Advisor Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Ipsen Advisor Group’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
2022 Q4	$394K	Buy	+8,648	New	+$399K	0.45%	58

Other funds holding ISCB

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ipsen Advisor Group's ISCB Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q4 2022: 8,648 shares worth $394K. The stake represents 0.45% of the portfolio and ranks #58 among its holdings.

64 funds tracked by Wall St. Rank hold ISCB as of Q4 2022.

Ipsen Advisor Group held 8,648 shares of iShares Morningstar Small-Cap ETF worth $394K as of Q4 2022.
iShares Morningstar Small-Cap ETF was a new Ipsen Advisor Group position in Q4 2022.
iShares Morningstar Small-Cap ETF made up 0.45% of Ipsen Advisor Group's portfolio in Q4 2022, its #58 holding.
64 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.