Madden Advisory Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Madden Advisory Services’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
2020 Q1	–	Sell	-26,940	Closed	-$951K	–	79
2019 Q4	$951K	Hold	26,940	–	–	0.62%	44
2019 Q3	$874K	Hold	26,940	–	–	0.62%	47
2019 Q2	$914K	Hold	26,940	–	–	0.57%	46
2019 Q1	$895K	Hold	26,940	–	–	0.48%	52
2018 Q4	$747K	Hold	26,940	–	–	0.45%	52
2018 Q3	$954K	Hold	26,940	–	–	0.58%	44
2018 Q2	$891K	Hold	26,940	–	–	0.57%	44
2018 Q1	$833K	Hold	26,940	–	–	0.51%	49
2017 Q4	$805K	Hold	26,940	–	–	0.49%	52
2017 Q3	$761K	Hold	26,940	–	–	0.48%	52
2017 Q2	$722K	Hold	26,940	–	–	0.48%	54
2017 Q1	$686K	Hold	26,940	–	–	0.44%	58
2016 Q4	$649K	Hold	26,940	–	–	0.44%	57
2016 Q3	$646K	Hold	26,940	–	–	0.4%	61
2016 Q2	$602K	Hold	26,940	–	–	0.37%	63
2016 Q1	$577K	Hold	26,940	–	–	0.38%	61
2015 Q4	$604K	Hold	26,940	–	–	0.4%	59
2015 Q3	$577K	Hold	26,940	–	–	0.38%	64
2015 Q2	$651K	Hold	26,940	–	–	0.39%	64
2015 Q1	$647K	Hold	26,940	–	–	0.39%	65
2014 Q4	$607K	Hold	26,940	–	–	0.35%	66
2014 Q3	$566K	Hold	26,940	–	–	0.29%	71
2014 Q2	$602K	Hold	26,940	–	–	0.31%	68
2014 Q1	$587K	Buy	+26,940	New	+$592K	0.32%	67

Other funds holding ISCG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SFS

Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

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

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

AAS

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

Madden Advisory Services's ISCG Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2020, closing a stake of 26,940 shares — an estimated $951K sold.

Madden Advisory Services first reported a position in ISCG in Q1 2014 and held it in 24 quarters. The position peaked at $954K in Q3 2018. 61 funds tracked by Wall St. Rank hold ISCG as of Q1 2020.

Madden Advisory Services reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 26,940 iShares Morningstar Small-Cap Growth ETF shares in Q1 2020, an estimated $951K.
Madden Advisory Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2014 and held it in 24 quarters.
Madden Advisory Services's iShares Morningstar Small-Cap Growth ETF position peaked at $954K in Q3 2018.
61 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.