Piershale Financial Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Piershale Financial Group’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
2016 Q4	–	Sell	-1,068	Closed	-$26K	–	71
2016 Q3	$26K	Hold	1,068	–	–	0.02%	54
2016 Q2	$24K	Buy	+1,068	New	+$23.4K	0.02%	57

Other funds holding ISCG

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Piershale Financial Group's ISCG Position: Q4 2016 in Review

Piershale Financial Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2016, closing a stake of 1,068 shares — an estimated $26K sold.

Piershale Financial Group first reported a position in ISCG in Q2 2016 and held it in 2 quarters. The position peaked at $26K in Q3 2016. 39 funds tracked by Wall St. Rank hold ISCG as of Q4 2016.

Piershale Financial Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 1,068 iShares Morningstar Small-Cap Growth ETF shares in Q4 2016, an estimated $26K.
Piershale Financial Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2016 and held it in 2 quarters.
Piershale Financial Group's iShares Morningstar Small-Cap Growth ETF position peaked at $26K in Q3 2016.
39 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.