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WealthShield Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

WealthShield Partners’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
2023
Q4 		– Sell
-2,500
Closed -$97.2K – 490
2023
Q3 		$97.2K Hold
2,500
– – 0.01% 339
2023
Q2 		$104K Hold
2,500
– – 0.02% 338
2023
Q1 		$97.5K Buy
+2,500
New +$97.3K 0.02% 340

Other funds holding ISCG

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

WealthShield Partners's ISCG Position: Q4 2023 in Review

WealthShield Partners sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2023, closing a stake of 2,500 shares — an estimated $97.2K sold.

WealthShield Partners first reported a position in ISCG in Q1 2023 and held it in 3 quarters. The position peaked at $104K in Q2 2023. 132 funds tracked by Wall St. Rank hold ISCG as of Q4 2023.

  • WealthShield Partners reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 2,500 iShares Morningstar Small-Cap Growth ETF shares in Q4 2023, an estimated $97.2K.
  • WealthShield Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2023 and held it in 3 quarters.
  • WealthShield Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $104K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.