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Regent Peak Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-396
Closed -$20K – 553
2020
Q4 		$20K Buy
+396
New +$17.9K 0.01% 454

Other funds holding ISCG

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Regent Peak Wealth Advisors's ISCG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2021, closing a stake of 396 shares — an estimated $20K sold.

Regent Peak Wealth Advisors first reported a position in ISCG in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 125 funds tracked by Wall St. Rank hold ISCG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 396 iShares Morningstar Small-Cap Growth ETF shares in Q1 2021, an estimated $20K.
  • Regent Peak Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $20K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.