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Romano Brothers & Co’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Romano Brothers & Co’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
-192
Closed -$6.92K – 615
2022
Q4 		$6.92K Buy
+192
New +$7.03K ﹤0.01% 781

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Romano Brothers & Co's ISCG Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2023, closing a stake of 192 shares — an estimated $6.92K sold.

Romano Brothers & Co first reported a position in ISCG in Q4 2022 and held it in 1 quarter. The position peaked at $6.92K in Q4 2022. 113 funds tracked by Wall St. Rank hold ISCG as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 192 iShares Morningstar Small-Cap Growth ETF shares in Q1 2023, an estimated $6.92K.
  • Romano Brothers & Co first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Morningstar Small-Cap Growth ETF position peaked at $6.92K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.