Independent Advisor Alliance’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-14,750	Closed	-$616K	–	1363
2026 Q1	$616K	Buy	+14,750	New	+$641K	0.01%	1032
2024 Q1	–	Sell	-24,093	Closed	-$774K	–	716
2023 Q4	$774K	Sell	24,093 -265	-1%	-$7.91K	0.03%	350
2023 Q3	$720K	Buy	24,358 +1,556	+7%	+$48K	0.03%	348
2023 Q2	$703K	Buy	+22,802	New	+$709K	0.03%	352

Other funds holding ISCF

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Independent Advisor Alliance's ISCF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2026, closing a stake of 14,750 shares — an estimated $616K sold.

Independent Advisor Alliance first reported a position in ISCF in Q2 2023 and held it in 4 quarters. The position peaked at $774K in Q4 2023. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 14,750 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $616K.
Independent Advisor Alliance first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2023 and held it in 4 quarters.
Independent Advisor Alliance's iShares International Small Cap Equity Factor ETF position peaked at $774K in Q4 2023.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.