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Great Valley Advisor Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Great Valley Advisor 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 		$499K Hold
11,949
– – 0.01% 688
2025
Q4 		$495K Hold
11,949
– – 0.01% 633
2025
Q3 		$491K Buy
11,949
+100
+0.8% +$3.99K 0.01% 629
2025
Q2 		$459K Sell
11,849
-21,945
-65% -$792K 0.01% 629
2025
Q1 		$1.14M Buy
33,794
+25,247
+295% +$842K 0.02% 423
2024
Q4 		$276K Buy
+8,547
New +$287K 0.01% 714

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

Great Valley Advisor Group's ISCF Position: Q1 2026 in Review

Great Valley Advisor Group held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q1 2026 at 11,949 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #688.

Great Valley Advisor Group first reported a position in ISCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • Great Valley Advisor Group held 11,949 shares of iShares International Small Cap Equity Factor ETF worth $499K as of Q1 2026.
  • Great Valley Advisor Group left its iShares International Small Cap Equity Factor ETF share count unchanged in Q1 2026.
  • iShares International Small Cap Equity Factor ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #688 holding.
  • Great Valley Advisor Group first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Great Valley Advisor Group's iShares International Small Cap Equity Factor ETF position peaked at $1.14M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.