IFP Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

IFP 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
2019 Q1	–	Sell	-114	Closed	-$5K	–	2873
2018 Q4	$5K	Sell	114 -30	-21%	-$1.39K	﹤0.01%	2843
2018 Q3	$7K	Sell	144 -12	-8%	-$623	﹤0.01%	3049
2018 Q2	$8K	Hold	156	–	–	﹤0.01%	3035
2018 Q1	$8K	Hold	156	–	–	﹤0.01%	2923
2017 Q4	$8K	Sell	156 -549	-78%	-$27.1K	﹤0.01%	2968
2017 Q3	$34K	Buy	705 +339	+93%	+$15.9K	﹤0.01%	2241
2017 Q2	$17K	Sell	366 -270	-42%	-$12.7K	﹤0.01%	2674
2017 Q1	$31K	Sell	636 -24	-4%	-$1.16K	﹤0.01%	2219
2016 Q4	$31K	Hold	660	–	–	﹤0.01%	2176
2016 Q3	$29K	Sell	660 -147	-18%	-$6.25K	﹤0.01%	2166
2016 Q2	$33K	Buy	+807	New	+$32.6K	﹤0.01%	2013
2016 Q1	–	Sell	-609	Closed	-$23K	–	2882
2015 Q4	$23K	Buy	+609	New	+$24K	﹤0.01%	2079

Other funds holding ISCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's ISCV Position: Q1 2019 in Review

IFP Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2019, closing a stake of 114 shares — an estimated $5K sold.

IFP Advisors first reported a position in ISCV in Q4 2015 and held it in 12 quarters. The position peaked at $34K in Q3 2017. 85 funds tracked by Wall St. Rank hold ISCV as of Q1 2019.

IFP Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 114 iShares Morningstar Small-Cap Value ETF shares in Q1 2019, an estimated $5K.
IFP Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2015 and held it in 12 quarters.
IFP Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $34K in Q3 2017.
85 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.