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Advyzon Investment Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Advyzon Investment Management’s Portfolio ISCF Stock Details ISCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$561K Buy
13,432
+2,764
+26% +$120K 0.05% 360
2025
Q4 		$442K Buy
10,668
+3,845
+56% +$157K 0.05% 354
2025
Q3 		$281K Buy
6,823
+619
+10% +$24.7K 0.05% 342
2025
Q2 		$241K Sell
6,204
-56
-0.9% -$2.02K 0.05% 325
2025
Q1 		$211K Buy
+6,260
New +$209K 0.07% 246

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advyzon Investment Management's ISCF Position: Q1 2026 in Review

Advyzon Investment Management increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 26% in Q1 2026, buying an estimated $120K and bringing the position to 13,432 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #360.

Advyzon Investment Management first reported a position in ISCF in Q1 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • Advyzon Investment Management held 13,432 shares of iShares International Small Cap Equity Factor ETF worth $561K as of Q1 2026.
  • Advyzon Investment Management bought 2,764 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $120K.
  • iShares International Small Cap Equity Factor ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #360 holding.
  • Advyzon Investment Management first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.