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Snowden Capital Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Snowden Capital Advisors’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
Q1 		– Sell
-130
Closed -$6K – 1540
2021
Q4 		$6K Buy
+130
New +$6.58K ﹤0.01% 1655

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Snowden Capital Advisors's ISCG Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2022, closing a stake of 130 shares — an estimated $6K sold.

Snowden Capital Advisors first reported a position in ISCG in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 117 funds tracked by Wall St. Rank hold ISCG as of Q1 2022.

  • Snowden Capital Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 130 iShares Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $6K.
  • Snowden Capital Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $6K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.