Swaine & Leidel Wealth Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Swaine & Leidel Wealth Services’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	$1.95M	Buy	+1,947	New	+$85.3K	1.5%	31
2021 Q1	$1.95M	Buy	+38,880	New	+$2.07M	1.26%	37

Other funds holding ISCG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Swaine & Leidel Wealth Services's ISCG Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2022: 1,947 shares worth $1.95M. The stake represents 1.5% of the portfolio and ranks #31 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in ISCG as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in ISCG in Q1 2021 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold ISCG as of Q1 2022.

Swaine & Leidel Wealth Services held 1,947 shares of iShares Morningstar Small-Cap Growth ETF worth $1.95M as of Q1 2022.
iShares Morningstar Small-Cap Growth ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares Morningstar Small-Cap Growth ETF made up 1.5% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #31 holding.
Swaine & Leidel Wealth Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.