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WealthBridge Capital Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-180
Closed -$6K – 478
2019
Q1 		$6K Hold
180
– – ﹤0.01% 654
2018
Q4 		$5K Buy
+180
New +$5.52K ﹤0.01% 641

Other funds holding ISCG

SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthBridge Capital Management's ISCG Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2019, closing a stake of 180 shares — an estimated $6K sold.

WealthBridge Capital Management first reported a position in ISCG in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 62 funds tracked by Wall St. Rank hold ISCG as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 180 iShares Morningstar Small-Cap Growth ETF shares in Q2 2019, an estimated $6K.
  • WealthBridge Capital Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares Morningstar Small-Cap Growth ETF position peaked at $6K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.