NNP
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Nachman Norwood & Parrott’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-764
Closed -$30K – 638
2020
Q3 		$30K Buy
+764
New +$30.2K ﹤0.01% 545

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return

Nachman Norwood & Parrott's ISCB Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2020, closing a stake of 764 shares — an estimated $30K sold.

Nachman Norwood & Parrott first reported a position in ISCB in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 55 funds tracked by Wall St. Rank hold ISCB as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 764 iShares Morningstar Small-Cap ETF shares in Q4 2020, an estimated $30K.
  • Nachman Norwood & Parrott first reported a position in iShares Morningstar Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Morningstar Small-Cap ETF position peaked at $30K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.