Independent Financial Group’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Independent Financial Group’s Portfolio ISVL Stock Details ISVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.64M	Buy	151,692 +6,254	+4%	+$320K	0.14%	142
2026 Q1	$7M	Buy	145,438 +131,858	+971%	+$6.58M	0.16%	127
2025 Q4	$646K	Buy	+13,580	New	+$622K	0.01%	775

Other funds holding ISVL

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's ISVL Position: Q2 2026 in Review

Independent Financial Group increased its iShares International Developed Small Cap Value Factor ETF (ISVL) stake by 4.3% in Q2 2026, buying an estimated $320K and bringing the position to 151,692 shares worth $7.64M. The position accounts for 0.14% of the portfolio, ranked #142.

Independent Financial Group first reported a position in ISVL in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold ISVL as of Q2 2026.

Independent Financial Group held 151,692 shares of iShares International Developed Small Cap Value Factor ETF worth $7.64M as of Q2 2026.
Independent Financial Group bought 6,254 iShares International Developed Small Cap Value Factor ETF shares in Q2 2026, an estimated $320K.
iShares International Developed Small Cap Value Factor ETF made up 0.14% of Independent Financial Group's portfolio in Q2 2026, its #142 holding.
Independent Financial Group first reported a position in iShares International Developed Small Cap Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.