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Dynamic Financial Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Dynamic Financial Group’s Portfolio ISCF Stock Details ISCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Buy
8,118
+2,511
+45% +$109K 0.28% 46
2025
Q4 		$233K Buy
5,607
+548
+11% +$22.4K 0.2% 57
2025
Q3 		$208K Buy
+5,059
New +$202K 0.18% 64

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dynamic Financial Group's ISCF Position: Q1 2026 in Review

Dynamic Financial Group increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 45% in Q1 2026, buying an estimated $109K and bringing the position to 8,118 shares worth $339K. The position accounts for 0.28% of the portfolio, ranked #46.

Dynamic Financial Group first reported a position in ISCF in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • Dynamic Financial Group held 8,118 shares of iShares International Small Cap Equity Factor ETF worth $339K as of Q1 2026.
  • Dynamic Financial Group bought 2,511 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $109K.
  • iShares International Small Cap Equity Factor ETF made up 0.28% of Dynamic Financial Group's portfolio in Q1 2026, its #46 holding.
  • Dynamic Financial Group first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.