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Richwood Investment Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Richwood Investment 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
2022
Q1 		– Sell
-960
Closed -$48K – 178
2021
Q4 		$48K Buy
+960
New +$48.6K 0.04% 170

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Richwood Investment Advisors's ISCG Position: Q1 2022 in Review

Richwood Investment Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2022, closing a stake of 960 shares — an estimated $48K sold.

Richwood Investment Advisors first reported a position in ISCG in Q4 2021 and held it in 1 quarter. The position peaked at $48K in Q4 2021. 117 funds tracked by Wall St. Rank hold ISCG as of Q1 2022.

  • Richwood Investment Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 960 iShares Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $48K.
  • Richwood Investment Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $48K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.