River Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

River Wealth Advisors’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
2019 Q1	–	Sell	-320	Closed	-$12K	–	317
2018 Q4	$12K	Hold	320	–	–	0.01%	397
2018 Q3	$14K	Hold	320	–	–	0.01%	417
2018 Q2	$14K	Buy	+320	New	+$14.1K	0.01%	409

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

River Wealth Advisors's ISCB Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2019, closing a stake of 320 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in ISCB in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 61 funds tracked by Wall St. Rank hold ISCB as of Q1 2019.

River Wealth Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 320 iShares Morningstar Small-Cap ETF shares in Q1 2019, an estimated $12K.
River Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $14K in Q3 2018.
61 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.