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Wedbush Securities’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Wedbush Securities’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
2016
Q1 		– Sell
-10,698
Closed -$240K – 776
2015
Q4 		$240K Buy
+10,698
New +$242K 0.04% 495

Other funds holding ISCG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Wedbush Securities's ISCG Position: Q1 2016 in Review

Wedbush Securities sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2016, closing a stake of 10,698 shares — an estimated $240K sold.

Wedbush Securities first reported a position in ISCG in Q4 2015 and held it in 1 quarter. The position peaked at $240K in Q4 2015. 40 funds tracked by Wall St. Rank hold ISCG as of Q1 2016.

  • Wedbush Securities reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Wedbush Securities sold 10,698 iShares Morningstar Small-Cap Growth ETF shares in Q1 2016, an estimated $240K.
  • Wedbush Securities first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2015 and held it in 1 quarter.
  • Wedbush Securities's iShares Morningstar Small-Cap Growth ETF position peaked at $240K in Q4 2015.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2016.

Based on Wedbush Securities's 13F filing for Q1 2016, filed 2 May 2016.