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 Q3	$383K	Hold	7,113	–	–	﹤0.01%	3513
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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Peregrine Asset Advisers Portland, Oregon $435M AUM 32.22% 1-Year Est. Return

Valued Wealth Advisors Holladay, Utah $290M AUM 16.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

D.B. Root & Company Pittsburgh, Pennsylvania $463M AUM 12.6% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

E6 Portfolios Midvale, Utah $132M AUM 12.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services's ISVL Position: Q3 2026 in Review

Commonwealth Equity Services held its iShares International Developed Small Cap Value Factor ETF (ISVL) position steady in Q3 2026 at 7,113 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Commonwealth Equity Services first reported a position in ISVL in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold ISVL as of Q3 2026.

Commonwealth Equity Services held 7,113 shares of iShares International Developed Small Cap Value Factor ETF worth $383K as of Q3 2026.
Commonwealth Equity Services left its iShares International Developed Small Cap Value Factor ETF share count unchanged in Q3 2026.
iShares International Developed Small Cap Value Factor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3513 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 7 quarters since.
17 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.