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Savant Capital’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Savant Capital’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
2024
Q4 		– Sell
-4,269
Closed -$250K – 1467
2024
Q3 		$250K Buy
+4,269
New +$241K ﹤0.01% 1172

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Savant Capital's ISCB Position: Q4 2024 in Review

Savant Capital sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2024, closing a stake of 4,269 shares — an estimated $250K sold.

Savant Capital first reported a position in ISCB in Q3 2024 and held it in 1 quarter. The position peaked at $250K in Q3 2024. 83 funds tracked by Wall St. Rank hold ISCB as of Q4 2024.

  • Savant Capital reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Savant Capital sold 4,269 iShares Morningstar Small-Cap ETF shares in Q4 2024, an estimated $250K.
  • Savant Capital first reported a position in iShares Morningstar Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Savant Capital's iShares Morningstar Small-Cap ETF position peaked at $250K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.