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Altus Wealth Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Altus Wealth Group’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,960
Closed -$78K – 139
2021
Q1 		$78K Buy
3,960
+2,640
+200% +$139K 0.08% 115
2020
Q4 		$62K Buy
+1,320
New +$55.5K 0.06% 184

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altus Wealth Group's ISCV Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2021, closing a stake of 3,960 shares — an estimated $78K sold.

Altus Wealth Group first reported a position in ISCV in Q4 2020 and held it in 2 quarters. The position peaked at $78K in Q1 2021. 84 funds tracked by Wall St. Rank hold ISCV as of Q2 2021.

  • Altus Wealth Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,960 iShares Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $78K.
  • Altus Wealth Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's iShares Morningstar Small-Cap Value ETF position peaked at $78K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.