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Webster Bank’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Webster Bank’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
Q2 		– Sell
-150
Closed -$6.99K – 634
2024
Q1 		$6.99K Hold
150
– – ﹤0.01% 504
2023
Q4 		$6.6K Buy
+150
New +$5.89K ﹤0.01% 515

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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

Webster Bank's ISCG Position: Q2 2024 in Review

Webster Bank sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2024, closing a stake of 150 shares — an estimated $6.99K sold.

Webster Bank first reported a position in ISCG in Q4 2023 and held it in 2 quarters. The position peaked at $6.99K in Q1 2024. 134 funds tracked by Wall St. Rank hold ISCG as of Q2 2024.

  • Webster Bank reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Webster Bank sold 150 iShares Morningstar Small-Cap Growth ETF shares in Q2 2024, an estimated $6.99K.
  • Webster Bank first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Webster Bank's iShares Morningstar Small-Cap Growth ETF position peaked at $6.99K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2024.

Based on Webster Bank's 13F filing for Q2 2024, filed 12 Jul 2024.