McClarren Financial Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

McClarren Financial Advisors’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
2024 Q1	–	Sell	-475	Closed	-$21K	–	391
2023 Q4	$21K	Buy	475 +3	+0.6%	+$118	0.02%	231
2023 Q3	$18K	Hold	472	–	–	0.02%	225
2023 Q2	$19K	Buy	472 +1	+0.2%	+$39	0.02%	221
2023 Q1	$18K	Buy	471 +1	+0.2%	+$39	0.02%	214
2022 Q4	$16K	Buy	470 +1	+0.2%	+$37	0.02%	225
2022 Q3	$16K	Buy	+469	New	+$18K	0.02%	210
2022 Q2	–	Sell	-467	Closed	-$20K	–	141
2022 Q1	$20K	Hold	467	–	–	0.01%	177
2021 Q4	$24K	Buy	467 +2	+0.4%	+$101	0.02%	184
2021 Q3	$22K	Buy	465 +1	+0.2%	+$50	0.02%	162
2021 Q2	$24K	Buy	464 +2	+0.4%	+$101	0.02%	167
2021 Q1	$23K	Hold	462	–	–	0.02%	148
2020 Q4	$23K	Buy	+462	New	+$20.9K	0.02%	132

Other funds holding ISCG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

AAS

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

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

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

McClarren Financial Advisors's ISCG Position: Q1 2024 in Review

McClarren Financial Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2024, closing a stake of 475 shares — an estimated $21K sold.

McClarren Financial Advisors first reported a position in ISCG in Q4 2020 and held it in 12 quarters. The position peaked at $24K in Q4 2021. 137 funds tracked by Wall St. Rank hold ISCG as of Q1 2024.

McClarren Financial Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 475 iShares Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $21K.
McClarren Financial Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 12 quarters.
McClarren Financial Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $24K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.