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Financial Management Professionals’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Financial Management Professionals’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
2025
Q2 		– Sell
-100
Closed -$3.71K – 1045
2025
Q1 		$3.71K Hold
100
– – ﹤0.01% 673
2024
Q4 		$3.43K Buy
+100
New +$3.59K ﹤0.01% 668

Other funds holding ISVL

PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Management Professionals's ISVL Position: Q2 2025 in Review

Financial Management Professionals sold out of iShares International Developed Small Cap Value Factor ETF (ISVL) in Q2 2025, closing a stake of 100 shares — an estimated $3.71K sold.

Financial Management Professionals first reported a position in ISVL in Q4 2024 and held it in 2 quarters. The position peaked at $3.71K in Q1 2025. 17 funds tracked by Wall St. Rank hold ISVL as of Q2 2025.

  • Financial Management Professionals reported no remaining iShares International Developed Small Cap Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Management Professionals sold 100 iShares International Developed Small Cap Value Factor ETF shares in Q2 2025, an estimated $3.71K.
  • Financial Management Professionals first reported a position in iShares International Developed Small Cap Value Factor ETF in Q4 2024 and held it in 2 quarters.
  • Financial Management Professionals's iShares International Developed Small Cap Value Factor ETF position peaked at $3.71K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.