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Second Half Financial Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Second Half Financial Partners’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
2022
Q3 		– Sell
-6,480
Closed -$1.95M – 50
2022
Q2 		$1.95M Hold
6,480
– – 1.5% 31
2022
Q1 		$1.95M Buy
+6,480
New +$284K 1.5% 31

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Second Half Financial Partners's ISCG Position: Q3 2022 in Review

Second Half Financial Partners sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2022, closing a stake of 6,480 shares — an estimated $1.95M sold.

Second Half Financial Partners first reported a position in ISCG in Q1 2022 and held it in 2 quarters. The position peaked at $1.95M in Q2 2022. 105 funds tracked by Wall St. Rank hold ISCG as of Q3 2022.

  • Second Half Financial Partners reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 6,480 iShares Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $1.95M.
  • Second Half Financial Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $1.95M in Q2 2022.
  • 105 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.