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 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 $1.72B AUM 48.78% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Independent Advisor Alliance's ISCF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2026: 14,750 shares worth $616K. The stake represents 0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ISCF as recently as Q4 2023.

Independent Advisor Alliance first reported a position in ISCF in Q2 2023 and has held it in 4 quarters since. The position peaked at $774K in Q4 2023. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Independent Advisor Alliance held 14,750 shares of iShares International Small Cap Equity Factor ETF worth $616K as of Q1 2026.
iShares International Small Cap Equity Factor ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares International Small Cap Equity Factor ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1032 holding.
Independent Advisor Alliance first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2023 and has held it in 4 quarters since.
Independent Advisor Alliance's iShares International Small Cap Equity Factor ETF position peaked at $774K in Q4 2023.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.