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Jaffetilchin Investment Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-27
Closed -$1.71K – 818
2024
Q3 		$1.71K Buy
+27
New +$1.65K ﹤0.01% 1197
2018
Q2 		– Sell
-20,991
Closed -$1M – 335
2018
Q1 		$1M Buy
+20,991
New +$1.04M 0.22% 69

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jaffetilchin Investment Partners's ISCV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2024, closing a stake of 27 shares — an estimated $1.71K sold.

Jaffetilchin Investment Partners first reported a position in ISCV in Q1 2018 and held it in 2 quarters. The position peaked at $1M in Q1 2018. 116 funds tracked by Wall St. Rank hold ISCV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 27 iShares Morningstar Small-Cap Value ETF shares in Q4 2024, an estimated $1.71K.
  • Jaffetilchin Investment Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2018 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's iShares Morningstar Small-Cap Value ETF position peaked at $1M in Q1 2018.
  • 116 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.