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Westside Investment Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Westside Investment Management’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
2023
Q4 		– Sell
-160
Closed -$7.53K – 880
2023
Q3 		$7.53K Hold
160
– – ﹤0.01% 635
2023
Q2 		$7.96K Hold
160
– – ﹤0.01% 634
2023
Q1 		$7.58K Buy
+160
New +$7.77K ﹤0.01% 636

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westside Investment Management's ISCB Position: Q4 2023 in Review

Westside Investment Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2023, closing a stake of 160 shares — an estimated $7.53K sold.

Westside Investment Management first reported a position in ISCB in Q1 2023 and held it in 3 quarters. The position peaked at $7.96K in Q2 2023. 74 funds tracked by Wall St. Rank hold ISCB as of Q4 2023.

  • Westside Investment Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Westside Investment Management sold 160 iShares Morningstar Small-Cap ETF shares in Q4 2023, an estimated $7.53K.
  • Westside Investment Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2023 and held it in 3 quarters.
  • Westside Investment Management's iShares Morningstar Small-Cap ETF position peaked at $7.96K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2023.

Based on Westside Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.