Intrua Financial’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Intrua Financial’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	$2.56M	Buy	61,363 +6,111	+11%	+$266K	0.26%	73
2025 Q4	$2.29M	Buy	55,252 +12,080	+28%	+$494K	0.24%	78
2025 Q3	$1.78M	Buy	43,172 +15,444	+56%	+$617K	0.19%	98
2025 Q2	$1.08M	Buy	27,728 +21,691	+359%	+$782K	0.14%	104
2025 Q1	$203K	Buy	+6,037	New	+$201K	0.03%	361

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

Intrua Financial's ISCF Position: Q1 2026 in Review

Intrua Financial increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 11% in Q1 2026, buying an estimated $266K and bringing the position to 61,363 shares worth $2.56M. The position accounts for 0.26% of the portfolio, ranked #73.

Intrua Financial first reported a position in ISCF in Q1 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Intrua Financial held 61,363 shares of iShares International Small Cap Equity Factor ETF worth $2.56M as of Q1 2026.
Intrua Financial bought 6,111 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $266K.
iShares International Small Cap Equity Factor ETF made up 0.26% of Intrua Financial's portfolio in Q1 2026, its #73 holding.
Intrua Financial first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.