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Wealthcare Advisory Partners’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-180
Closed -$6K – 855
2020
Q1 		$6K Buy
+180
New +$7.56K ﹤0.01% 1054

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Wealthcare Advisory Partners's ISCB Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2020, closing a stake of 180 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in ISCB in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 49 funds tracked by Wall St. Rank hold ISCB as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 180 iShares Morningstar Small-Cap ETF shares in Q2 2020, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in iShares Morningstar Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares Morningstar Small-Cap ETF position peaked at $6K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.