Ogorek Anthony Joseph’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Ogorek Anthony Joseph’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	-152	Closed	-$5K	–	195
2020 Q3	$5K	Hold	152	–	–	﹤0.01%	150
2020 Q2	$5K	Hold	152	–	–	﹤0.01%	159
2020 Q1	$4K	Hold	152	–	–	﹤0.01%	167
2019 Q4	$7K	Hold	152	–	–	﹤0.01%	160
2019 Q3	$6K	Hold	152	–	–	﹤0.01%	132
2019 Q2	$6K	Hold	152	–	–	﹤0.01%	129
2019 Q1	$6K	Hold	152	–	–	﹤0.01%	122
2018 Q4	$5K	Hold	152	–	–	﹤0.01%	124
2018 Q3	$6K	Hold	152	–	–	﹤0.01%	124
2018 Q2	$6K	Buy	+152	New	+$6.7K	﹤0.01%	102

Other funds holding ISCB

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

Ogorek Anthony Joseph's ISCB Position: Q4 2020 in Review

Ogorek Anthony Joseph sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2020, closing a stake of 152 shares — an estimated $5K sold.

Ogorek Anthony Joseph first reported a position in ISCB in Q2 2018 and held it in 10 quarters. The position peaked at $7K in Q4 2019. 55 funds tracked by Wall St. Rank hold ISCB as of Q4 2020.

Ogorek Anthony Joseph reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 152 iShares Morningstar Small-Cap ETF shares in Q4 2020, an estimated $5K.
Ogorek Anthony Joseph first reported a position in iShares Morningstar Small-Cap ETF in Q2 2018 and held it in 10 quarters.
Ogorek Anthony Joseph's iShares Morningstar Small-Cap ETF position peaked at $7K in Q4 2019.
55 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2020, filed 20 Jan 2021.