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

Patriot Investment Management Group’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
2023
Q1 		– Sell
-594
Closed -$33.8K – 313
2022
Q4 		$33.8K Buy
+594
New +$31.3K ﹤0.01% 312

Other funds holding ISCV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Patriot Investment Management Group's ISCV Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2023, closing a stake of 594 shares — an estimated $33.8K sold.

Patriot Investment Management Group first reported a position in ISCV in Q4 2022 and held it in 1 quarter. The position peaked at $33.8K in Q4 2022. 98 funds tracked by Wall St. Rank hold ISCV as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 594 iShares Morningstar Small-Cap Value ETF shares in Q1 2023, an estimated $33.8K.
  • Patriot Investment Management Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares Morningstar Small-Cap Value ETF position peaked at $33.8K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.