Sanford Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Sanford Advisory Services’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
2022 Q4	$1.2M	Buy	26,401 +3,093	+13%	+$143K	0.29%	49
2022 Q3	$996K	Sell	23,308 -327	-1%	-$15.5K	0.28%	42
2022 Q2	$1.05M	Hold	23,635	–	–	0.3%	40
2022 Q1	$1.27M	Sell	23,635 -225	-0.9%	-$11.9K	0.35%	34
2021 Q4	$1.37M	Sell	23,860 -4,400	-16%	-$255K	0.31%	34
2021 Q3	$1.59M	Hold	28,260	–	–	0.4%	27
2021 Q2	$1.66M	Sell	28,260 -1,464	-5%	-$85K	0.43%	27
2021 Q1	$1.66M	Buy	29,724 +984	+3%	+$53.6K	0.46%	24
2020 Q4	$1.42M	Buy	+28,740	New	+$1.29M	0.45%	24

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sanford Advisory Services's ISCB Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 13% in Q4 2022, buying an estimated $143K and bringing the position to 26,401 shares worth $1.2M. The position accounts for 0.29% of the portfolio, ranked #49.

Sanford Advisory Services first reported a position in ISCB in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.66M in Q2 2021. 64 funds tracked by Wall St. Rank hold ISCB as of Q4 2022.

Sanford Advisory Services held 26,401 shares of iShares Morningstar Small-Cap ETF worth $1.2M as of Q4 2022.
Sanford Advisory Services bought 3,093 iShares Morningstar Small-Cap ETF shares in Q4 2022, an estimated $143K.
iShares Morningstar Small-Cap ETF made up 0.29% of Sanford Advisory Services's portfolio in Q4 2022, its #49 holding.
Sanford Advisory Services first reported a position in iShares Morningstar Small-Cap ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Morningstar Small-Cap ETF position peaked at $1.66M in Q2 2021.
64 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.