American Portfolios Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

American Portfolios Advisors’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	-123	Closed	-$6.92K	–	3431
2021 Q1	$6.92K	Hold	123	–	–	﹤0.01%	2555
2020 Q4	$5.78K	Hold	123	–	–	﹤0.01%	2354
2020 Q3	$4.35K	Hold	123	–	–	﹤0.01%	2342
2020 Q2	$4.25K	Buy	+123	New	+$4.02K	﹤0.01%	2293

Other funds holding ISCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's ISCV Position: Q2 2021 in Review

American Portfolios Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2021, closing a stake of 123 shares — an estimated $6.92K sold.

American Portfolios Advisors first reported a position in ISCV in Q2 2020 and held it in 4 quarters. The position peaked at $6.92K in Q1 2021. 84 funds tracked by Wall St. Rank hold ISCV as of Q2 2021.

American Portfolios Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
American Portfolios Advisors sold 123 iShares Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $6.92K.
American Portfolios Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2020 and held it in 4 quarters.
American Portfolios Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $6.92K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2021.

Based on American Portfolios Advisors's 13F filing for Q2 2021, filed 22 Mar 2023.