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Oxler Private Wealth’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-40
Closed -$4.52K – 218
2022
Q3 		$4.52K Buy
+40
New +$1.9K ﹤0.01% 406

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxler Private Wealth's ISCB Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2022, closing a stake of 40 shares — an estimated $4.52K sold.

Oxler Private Wealth first reported a position in ISCB in Q3 2022 and held it in 1 quarter. The position peaked at $4.52K in Q3 2022. 64 funds tracked by Wall St. Rank hold ISCB as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 40 iShares Morningstar Small-Cap ETF shares in Q4 2022, an estimated $4.52K.
  • Oxler Private Wealth first reported a position in iShares Morningstar Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Morningstar Small-Cap ETF position peaked at $4.52K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.