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TD Ameritrade Investment Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-296
Closed -$12K – 234
2023
Q2 		$12K Sell
296
-36
-11% -$1.41K ﹤0.01% 334
2023
Q1 		$13K Hold
332
– – ﹤0.01% 351
2022
Q4 		$12K Sell
332
-1,099
-77% -$40.2K ﹤0.01% 368
2022
Q3 		$50K Hold
1,431
– – ﹤0.01% 274
2022
Q2 		$50K Sell
1,431
-150
-9% -$5.8K ﹤0.01% 298
2022
Q1 		$70K Buy
1,581
+157
+11% +$6.88K ﹤0.01% 322
2021
Q4 		$70K Buy
1,424
+992
+230% +$50.2K ﹤0.01% 319
2021
Q3 		$102K Sell
432
-116
-21% -$5.84K ﹤0.01% 253
2021
Q2 		$28K Sell
548
-1,048
-66% -$53.1K ﹤0.01% 377
2021
Q1 		$80K Hold
1,596
– – ﹤0.01% 291
2020
Q4 		$80K Sell
1,596
-996
-38% -$45.1K ﹤0.01% 291
2020
Q3 		$102K Sell
2,592
-126
-5% -$4.9K ﹤0.01% 253
2020
Q2 		$101K Sell
2,718
-12
-0.4% -$396 ﹤0.01% 246
2020
Q1 		$76K Buy
2,730
+222
+9% +$7.4K ﹤0.01% 254
2019
Q4 		$89K Buy
2,508
+138
+6% +$4.68K ﹤0.01% 250
2019
Q3 		$77K Hold
2,370
– – ﹤0.01% 236
2019
Q2 		$80K Buy
2,370
+102
+4% +$3.41K ﹤0.01% 216
2019
Q1 		$75K Buy
2,268
+2,070
+1,045% +$65.8K ﹤0.01% 209
2018
Q4 		$5K Hold
198
– – ﹤0.01% 446
2018
Q3 		$7K Buy
198
+150
+313% +$5.21K ﹤0.01% 367
2018
Q2 		$2K Buy
+48
New +$1.54K ﹤0.01% 355

Other funds holding ISCG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TD Ameritrade Investment Management's ISCG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2023, closing a stake of 296 shares — an estimated $12K sold.

TD Ameritrade Investment Management first reported a position in ISCG in Q2 2018 and held it in 21 quarters. The position peaked at $102K in Q3 2021. 112 funds tracked by Wall St. Rank hold ISCG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 296 iShares Morningstar Small-Cap Growth ETF shares in Q3 2023, an estimated $12K.
  • TD Ameritrade Investment Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares Morningstar Small-Cap Growth ETF position peaked at $102K in Q3 2021.
  • 112 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.