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Oxler Private Wealth’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-140
Closed -$15.8K – 220
2022
Q3 		$15.8K Buy
+140
New +$7.45K 0.01% 320

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Oxler Private Wealth's ISCV Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2022, closing a stake of 140 shares — an estimated $15.8K sold.

Oxler Private Wealth first reported a position in ISCV in Q3 2022 and held it in 1 quarter. The position peaked at $15.8K in Q3 2022. 100 funds tracked by Wall St. Rank hold ISCV as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 140 iShares Morningstar Small-Cap Value ETF shares in Q4 2022, an estimated $15.8K.
  • Oxler Private Wealth first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Morningstar Small-Cap Value ETF position peaked at $15.8K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.