Tyler-Stone Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-300	Closed	-$13.6K	–	619
2024 Q2	$13.6K	Hold	300	–	–	0.01%	602
2024 Q1	$14K	Hold	300	–	–	0.01%	593
2023 Q4	$13.2K	Hold	300	–	–	0.01%	587
2023 Q3	$12K	Buy	+300	New	+$12.3K	0.01%	567

Other funds holding ISCG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's ISCG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2024, closing a stake of 300 shares — an estimated $13.6K sold.

Tyler-Stone Wealth Management first reported a position in ISCG in Q3 2023 and held it in 4 quarters. The position peaked at $14K in Q1 2024. 125 funds tracked by Wall St. Rank hold ISCG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 300 iShares Morningstar Small-Cap Growth ETF shares in Q3 2024, an estimated $13.6K.
Tyler-Stone Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2023 and held it in 4 quarters.
Tyler-Stone Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $14K in Q1 2024.
125 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.