Riverpoint Wealth Management Holdings’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Riverpoint Wealth Management Holdings’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
2023 Q1	–	Sell	-147	Closed	-$5.29K	–	81
2022 Q4	$5.29K	Buy	+147	New	+$5.38K	﹤0.01%	99

Other funds holding ISCG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings's ISCG Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2023, closing a stake of 147 shares — an estimated $5.29K sold.

Riverpoint Wealth Management Holdings first reported a position in ISCG in Q4 2022 and held it in 1 quarter. The position peaked at $5.29K in Q4 2022. 113 funds tracked by Wall St. Rank hold ISCG as of Q1 2023.

Riverpoint Wealth Management Holdings reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 147 iShares Morningstar Small-Cap Growth ETF shares in Q1 2023, an estimated $5.29K.
Riverpoint Wealth Management Holdings first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
Riverpoint Wealth Management Holdings's iShares Morningstar Small-Cap Growth ETF position peaked at $5.29K in Q4 2022.
113 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.