Crescent Grove Advisors’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Crescent Grove Advisors’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	$470K	Buy	8,730 +1,375	+19%	+$73.1K	0.04%	200
2026 Q2	$370K	Hold	7,355	–	–	0.03%	217
2026 Q1	$354K	Hold	7,355	–	–	0.03%	217
2025 Q4	$350K	Buy	7,355 +2,227	+43%	+$102K	0.03%	217
2025 Q3	$232K	Buy	+5,128	New	+$224K	0.02%	264

Other funds holding ISVL

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Crescent Grove Advisors's ISVL Position: Q3 2026 in Review

Crescent Grove Advisors increased its iShares International Developed Small Cap Value Factor ETF (ISVL) stake by 19% in Q3 2026, buying an estimated $73.1K and bringing the position to 8,730 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #200.

Crescent Grove Advisors first reported a position in ISVL in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold ISVL as of Q3 2026.

Crescent Grove Advisors held 8,730 shares of iShares International Developed Small Cap Value Factor ETF worth $470K as of Q3 2026.
Crescent Grove Advisors bought 1,375 iShares International Developed Small Cap Value Factor ETF shares in Q3 2026, an estimated $73.1K.
iShares International Developed Small Cap Value Factor ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q3 2026, its #200 holding.
Crescent Grove Advisors first reported a position in iShares International Developed Small Cap Value Factor ETF in Q3 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.