Macroview Investment Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-222	Closed	-$14.1K	–	307
2024 Q3	$14.1K	Hold	222	–	–	0.01%	202
2024 Q2	$12.9K	Hold	222	–	–	0.01%	209
2024 Q1	$13.6K	Hold	222	–	–	0.01%	223
2023 Q4	$13.1K	Buy	+222	New	+$11.7K	0.02%	216
2023 Q3	–	Sell	-222	Closed	-$12K	–	839
2023 Q2	$12K	Buy	222 +1	+0.5%	+$51	0.02%	203
2023 Q1	$11.5K	Buy	221 +1	+0.5%	+$55	0.02%	215
2022 Q4	$11.4K	Buy	220 +2	+0.9%	+$105	0.02%	196
2022 Q3	$10K	Buy	218 +1	+0.5%	+$53	0.02%	203
2022 Q2	$11K	Buy	217 +1	+0.5%	+$55	0.02%	238
2022 Q1	$13K	Buy	216 +1	+0.5%	+$58	0.02%	230
2021 Q4	$13K	Buy	215 +1	+0.5%	+$59	0.02%	229
2021 Q3	$12K	Buy	214 +1	+0.5%	+$57	0.02%	152
2021 Q2	$12K	Hold	213	–	–	0.02%	168
2021 Q1	$12K	Buy	213 +3	+1%	+$158	0.02%	149
2020 Q4	$10K	Buy	+210	New	+$8.82K	0.01%	147

Other funds holding ISCV

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Macroview Investment Management's ISCV Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2024, closing a stake of 222 shares — an estimated $14.1K sold.

Macroview Investment Management first reported a position in ISCV in Q4 2020 and held it in 15 quarters. The position peaked at $14.1K in Q3 2024. 116 funds tracked by Wall St. Rank hold ISCV as of Q4 2024.

Macroview Investment Management reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 222 iShares Morningstar Small-Cap Value ETF shares in Q4 2024, an estimated $14.1K.
Macroview Investment Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2020 and held it in 15 quarters.
Macroview Investment Management's iShares Morningstar Small-Cap Value ETF position peaked at $14.1K in Q3 2024.
116 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.