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Tempus Wealth Planning’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Tempus Wealth Planning’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
2024
Q1 		– Sell
-32,940
Closed -$1.45M – 200
2023
Q4 		$1.45M Buy
+32,940
New +$1.29M 0.64% 46
2023
Q3 		– Sell
-30,566
Closed -$1.27M – 177
2023
Q2 		$1.27M Buy
+30,566
New +$1.2M 0.57% 48

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tempus Wealth Planning's ISCG Position: Q1 2024 in Review

Tempus Wealth Planning sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2024, closing a stake of 32,940 shares — an estimated $1.45M sold.

Tempus Wealth Planning first reported a position in ISCG in Q2 2023 and held it in 2 quarters. The position peaked at $1.45M in Q4 2023. 137 funds tracked by Wall St. Rank hold ISCG as of Q1 2024.

  • Tempus Wealth Planning reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 32,940 iShares Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $1.45M.
  • Tempus Wealth Planning first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Tempus Wealth Planning's iShares Morningstar Small-Cap Growth ETF position peaked at $1.45M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.