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Veritable’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Veritable’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
2020
Q1 		– Sell
-4,296
Closed -$203K – 780
2019
Q4 		$203K Buy
+4,296
New +$195K ﹤0.01% 784
2014
Q1 		– Sell
-4,840
Closed -$156K – 959
2013
Q4 		$156K Buy
+4,840
New +$150K ﹤0.01% 873

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Veritable's ISCB Position: Q1 2020 in Review

Veritable sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2020, closing a stake of 4,296 shares — an estimated $203K sold.

Veritable first reported a position in ISCB in Q4 2013 and held it in 2 quarters. The position peaked at $203K in Q4 2019. 54 funds tracked by Wall St. Rank hold ISCB as of Q1 2020.

  • Veritable reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Veritable sold 4,296 iShares Morningstar Small-Cap ETF shares in Q1 2020, an estimated $203K.
  • Veritable first reported a position in iShares Morningstar Small-Cap ETF in Q4 2013 and held it in 2 quarters.
  • Veritable's iShares Morningstar Small-Cap ETF position peaked at $203K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2020.

Based on Veritable's 13F filing for Q1 2020, filed 13 May 2020.