SNB
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Security National Bank’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Security National Bank’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
Q2 		– Sell
-125
Closed -$7.03K – 291
2024
Q1 		$7.03K Hold
125
– – ﹤0.01% 260
2023
Q4 		$6.7K Buy
+125
New +$5.98K ﹤0.01% 268

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
MWM
Mittelman Wealth Management Andover, Massachusetts $160M AUM 13.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Security National Bank's ISCB Position: Q2 2024 in Review

Security National Bank sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2024, closing a stake of 125 shares — an estimated $7.03K sold.

Security National Bank first reported a position in ISCB in Q4 2023 and held it in 2 quarters. The position peaked at $7.03K in Q1 2024. 79 funds tracked by Wall St. Rank hold ISCB as of Q2 2024.

  • Security National Bank reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Security National Bank sold 125 iShares Morningstar Small-Cap ETF shares in Q2 2024, an estimated $7.03K.
  • Security National Bank first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Security National Bank's iShares Morningstar Small-Cap ETF position peaked at $7.03K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2024.

Based on Security National Bank's 13F filing for Q2 2024, filed 22 Jul 2024.