Intelligence Driven Advisers’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Intelligence Driven Advisers’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 Q2	–	Sell	-8,286	Closed	-$381K	–	110
2019 Q1	$381K	Sell	8,286 -54	-0.6%	-$2.48K	0.21%	65
2018 Q4	$342K	Buy	+8,340	New	+$386K	0.22%	69

Other funds holding ISCV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Intelligence Driven Advisers's ISCV Position: Q2 2019 in Review

Intelligence Driven Advisers sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2019, closing a stake of 8,286 shares — an estimated $381K sold.

Intelligence Driven Advisers first reported a position in ISCV in Q4 2018 and held it in 2 quarters. The position peaked at $381K in Q1 2019. 86 funds tracked by Wall St. Rank hold ISCV as of Q2 2019.

Intelligence Driven Advisers reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Intelligence Driven Advisers sold 8,286 iShares Morningstar Small-Cap Value ETF shares in Q2 2019, an estimated $381K.
Intelligence Driven Advisers first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2018 and held it in 2 quarters.
Intelligence Driven Advisers's iShares Morningstar Small-Cap Value ETF position peaked at $381K in Q1 2019.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2019.

Based on Intelligence Driven Advisers's 13F filing for Q2 2019, filed 4 Sep 2020.