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Stratos Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Stratos Wealth Advisors’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
2020
Q2 		– Sell
-408
Closed -$13K – 313
2020
Q1 		$13K Buy
+408
New +$17.1K 0.01% 234

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Stratos Wealth Advisors's ISCB Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2020, closing a stake of 408 shares — an estimated $13K sold.

Stratos Wealth Advisors first reported a position in ISCB in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 49 funds tracked by Wall St. Rank hold ISCB as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 408 iShares Morningstar Small-Cap ETF shares in Q2 2020, an estimated $13K.
  • Stratos Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $13K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.