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Concord Wealth Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Concord Wealth Partners’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
-24
Closed -$1K – 1032
2020
Q4 		$1K Buy
+24
New +$1.01K ﹤0.01% 630

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Royal Bank of Canada
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AAS
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MTC
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Ameriprise
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Baird Financial Group
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CIC
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Concord Wealth Partners's ISCV Position: Q1 2021 in Review

Concord Wealth Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in ISCV in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 84 funds tracked by Wall St. Rank hold ISCV as of Q1 2021.

  • Concord Wealth Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 24 iShares Morningstar Small-Cap Value ETF shares in Q1 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's iShares Morningstar Small-Cap Value ETF position peaked at $1K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.