OPW
ISCG icon

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

Oxler Private Wealth’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
2022
Q4 		– Sell
-600
Closed -$67.8K – 219
2022
Q3 		$67.8K Buy
+600
New +$23K 0.04% 164

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
GBS
Gallagher Benefit Services Rolling Meadows, Illinois $476M AUM
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Oxler Private Wealth sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2022, closing a stake of 600 shares — an estimated $67.8K sold.

Oxler Private Wealth first reported a position in ISCG in Q3 2022 and held it in 1 quarter. The position peaked at $67.8K in Q3 2022. 109 funds tracked by Wall St. Rank hold ISCG as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 600 iShares Morningstar Small-Cap Growth ETF shares in Q4 2022, an estimated $67.8K.
  • Oxler Private Wealth first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Morningstar Small-Cap Growth ETF position peaked at $67.8K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2022.

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