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

Perryman Financial Advisory’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
Q2 		$276K Sell
6,386
-179
-3% -$7.92K 0.04% 176
2026
Q1 		$274K Hold
6,565
– – 0.04% 156
2025
Q4 		$272K Buy
+6,565
New +$268K 0.04% 156

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Perryman Financial Advisory's ISCF Position: Q2 2026 in Review

Perryman Financial Advisory reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 2.7% in Q2 2026, selling an estimated $7.92K and leaving 6,386 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #176.

Perryman Financial Advisory first reported a position in ISCF in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Perryman Financial Advisory held 6,386 shares of iShares International Small Cap Equity Factor ETF worth $276K as of Q2 2026.
  • Perryman Financial Advisory sold 179 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $7.92K.
  • iShares International Small Cap Equity Factor ETF made up 0.04% of Perryman Financial Advisory's portfolio in Q2 2026, its #176 holding.
  • Perryman Financial Advisory first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.