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Certified Advisory Corp’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Certified Advisory Corp’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
2018
Q1 		– Sell
-63
Closed -$3K – 761
2017
Q4 		$3K Buy
+63
New +$3.11K ﹤0.01% 607

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certified Advisory Corp's ISCV Position: Q1 2018 in Review

Certified Advisory Corp sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2018, closing a stake of 63 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in ISCV in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 90 funds tracked by Wall St. Rank hold ISCV as of Q1 2018.

  • Certified Advisory Corp reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 63 iShares Morningstar Small-Cap Value ETF shares in Q1 2018, an estimated $3K.
  • Certified Advisory Corp first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Certified Advisory Corp's iShares Morningstar Small-Cap Value ETF position peaked at $3K in Q4 2017.
  • 90 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.