Commonwealth Equity Services
ISVL icon

Commonwealth Equity Services’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Commonwealth Equity Services’s Portfolio ISVL Stock Details ISVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Sell
7,113
-642
-8% -$32.9K ﹤0.01% 3616
2026
Q1 		$373K Buy
7,755
+573
+8% +$28.6K ﹤0.01% 3472
2025
Q4 		$342K Buy
7,182
+411
+6% +$18.8K ﹤0.01% 3543
2025
Q3 		$306K Sell
6,771
-2,155
-24% -$94K ﹤0.01% 3620
2025
Q2 		$375K Buy
8,926
+2,868
+47% +$113K ﹤0.01% 3401
2025
Q1 		$225K Buy
+6,058
New +$218K ﹤0.01% 3739

Other funds holding ISVL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
EP
E6 Portfolios Midvale, Utah $125M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Commonwealth Equity Services's ISVL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares International Developed Small Cap Value Factor ETF (ISVL) stake by 8.3% in Q2 2026, selling an estimated $32.9K and leaving 7,113 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

Commonwealth Equity Services first reported a position in ISVL in Q1 2025 and has held it in 6 quarters since. The position peaked at $375K in Q2 2025. 10 funds tracked by Wall St. Rank hold ISVL as of Q2 2026.

  • Commonwealth Equity Services held 7,113 shares of iShares International Developed Small Cap Value Factor ETF worth $358K as of Q2 2026.
  • Commonwealth Equity Services sold 642 iShares International Developed Small Cap Value Factor ETF shares in Q2 2026, an estimated $32.9K.
  • iShares International Developed Small Cap Value Factor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3616 holding.
  • Commonwealth Equity Services first reported a position in iShares International Developed Small Cap Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Commonwealth Equity Services's iShares International Developed Small Cap Value Factor ETF position peaked at $375K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.