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Mittelman Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Mittelman Wealth Management’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
Q3 		– Sell
-15,016
Closed -$683K – 51
2024
Q2 		$683K Hold
15,016
– – 0.44% 44
2024
Q1 		$699K Buy
+15,016
New +$664K 0.47% 42

Other funds holding ISCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mittelman Wealth Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2024, closing a stake of 15,016 shares — an estimated $683K sold.

Mittelman Wealth Management first reported a position in ISCG in Q1 2024 and held it in 2 quarters. The position peaked at $699K in Q1 2024. 125 funds tracked by Wall St. Rank hold ISCG as of Q3 2024.

  • Mittelman Wealth Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 15,016 iShares Morningstar Small-Cap Growth ETF shares in Q3 2024, an estimated $683K.
  • Mittelman Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $699K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2024.

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