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

Stratos Wealth Partners’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
2018
Q2 		– Sell
-1,652
Closed -$70K – 1765
2018
Q1 		$70K Buy
+1,652
New +$71.8K ﹤0.01% 1392

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Partners's ISCB Position: Q2 2018 in Review

Stratos Wealth Partners sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2018, closing a stake of 1,652 shares — an estimated $70K sold.

Stratos Wealth Partners first reported a position in ISCB in Q1 2018 and held it in 1 quarter. The position peaked at $70K in Q1 2018. 53 funds tracked by Wall St. Rank hold ISCB as of Q2 2018.

  • Stratos Wealth Partners reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,652 iShares Morningstar Small-Cap ETF shares in Q2 2018, an estimated $70K.
  • Stratos Wealth Partners first reported a position in iShares Morningstar Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares Morningstar Small-Cap ETF position peaked at $70K in Q1 2018.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.