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Aris Wealth Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Aris Wealth Services’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
2015
Q3 		$10K Hold
267
– – 0.02% 220
2015
Q2 		$11K Buy
+267
New +$11.6K 0.01% 361

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aris Wealth Services's ISCV Position: Q3 2015 in Review

Aris Wealth Services held its iShares Morningstar Small-Cap Value ETF (ISCV) position steady in Q3 2015 at 267 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #220.

Aris Wealth Services first reported a position in ISCV in Q2 2015 and has held it in 2 quarters since. The position peaked at $11K in Q2 2015. 60 funds tracked by Wall St. Rank hold ISCV as of Q3 2015.

  • Aris Wealth Services held 267 shares of iShares Morningstar Small-Cap Value ETF worth $10K as of Q3 2015.
  • Aris Wealth Services left its iShares Morningstar Small-Cap Value ETF share count unchanged in Q3 2015.
  • iShares Morningstar Small-Cap Value ETF made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #220 holding.
  • Aris Wealth Services first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's iShares Morningstar Small-Cap Value ETF position peaked at $11K in Q2 2015.
  • 60 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.