HWA
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Heritage Wealth Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Heritage Wealth Advisors’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
2022
Q3 		– Sell
-863
Closed -$43K – 550
2022
Q2 		$43K Buy
+863
New +$47.3K ﹤0.01% 341

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's ISCV Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2022, closing a stake of 863 shares — an estimated $43K sold.

Heritage Wealth Advisors first reported a position in ISCV in Q2 2022 and held it in 1 quarter. The position peaked at $43K in Q2 2022. 96 funds tracked by Wall St. Rank hold ISCV as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 863 iShares Morningstar Small-Cap Value ETF shares in Q3 2022, an estimated $43K.
  • Heritage Wealth Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $43K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.