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B&D White Capital Company’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

B&D White Capital Company’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
Q1 		– Sell
-309
Closed -$14K – 63
2020
Q4 		$14K Buy
+309
New +$13K 0.01% 61

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Bank of America
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RJFSA
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Royal Bank of Canada
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return

B&D White Capital Company's ISCV Position: Q1 2021 in Review

B&D White Capital Company sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2021, closing a stake of 309 shares — an estimated $14K sold.

B&D White Capital Company first reported a position in ISCV in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 84 funds tracked by Wall St. Rank hold ISCV as of Q1 2021.

  • B&D White Capital Company reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • B&D White Capital Company sold 309 iShares Morningstar Small-Cap Value ETF shares in Q1 2021, an estimated $14K.
  • B&D White Capital Company first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • B&D White Capital Company's iShares Morningstar Small-Cap Value ETF position peaked at $14K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2021.

Based on B&D White Capital Company's 13F filing for Q1 2021, filed 12 May 2021.