MWM
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Mittelman Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Mittelman Wealth Management’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
2024
Q3 		– Sell
-45,389
Closed -$2.45M – 50
2024
Q2 		$2.45M Sell
45,389
-56
-0.1% -$3.02K 1.58% 14
2024
Q1 		$2.55M Buy
+45,445
New +$2.42M 1.73% 13

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

Mittelman Wealth Management's ISCB Position: Q3 2024 in Review

Mittelman Wealth Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2024, closing a stake of 45,389 shares — an estimated $2.45M sold.

Mittelman Wealth Management first reported a position in ISCB in Q1 2024 and held it in 2 quarters. The position peaked at $2.55M in Q1 2024. 81 funds tracked by Wall St. Rank hold ISCB as of Q3 2024.

  • Mittelman Wealth Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 45,389 iShares Morningstar Small-Cap ETF shares in Q3 2024, an estimated $2.45M.
  • Mittelman Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's iShares Morningstar Small-Cap ETF position peaked at $2.55M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.