IFWM
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Institute for Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-192
Closed -$9K – 529
2019
Q4 		$9K Buy
+192
New +$8.84K ﹤0.01% 607

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Institute for Wealth Management's ISCV Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2020, closing a stake of 192 shares — an estimated $9K sold.

Institute for Wealth Management first reported a position in ISCV in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 70 funds tracked by Wall St. Rank hold ISCV as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 192 iShares Morningstar Small-Cap Value ETF shares in Q1 2020, an estimated $9K.
  • Institute for Wealth Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Morningstar Small-Cap Value ETF position peaked at $9K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.