Portfolio Resources Advisor Group’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Portfolio Resources Advisor Group’s Portfolio ISVL Stock Details ISVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,196	Closed	-$200K	–	154
2025 Q4	$200K	Buy	+4,196	New	+$192K	0.2%	61

Other funds holding ISVL

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Portfolio Resources Advisor Group's ISVL Position: Q1 2026 in Review

Portfolio Resources Advisor Group sold out of iShares International Developed Small Cap Value Factor ETF (ISVL) in Q1 2026, closing a stake of 4,196 shares — an estimated $200K sold.

Portfolio Resources Advisor Group first reported a position in ISVL in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 31 funds tracked by Wall St. Rank hold ISVL as of Q1 2026.

Portfolio Resources Advisor Group reported no remaining iShares International Developed Small Cap Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Portfolio Resources Advisor Group sold 4,196 iShares International Developed Small Cap Value Factor ETF shares in Q1 2026, an estimated $200K.
Portfolio Resources Advisor Group first reported a position in iShares International Developed Small Cap Value Factor ETF in Q4 2025 and held it in 1 quarter.
Portfolio Resources Advisor Group's iShares International Developed Small Cap Value Factor ETF position peaked at $200K in Q4 2025.
31 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q1 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q1 2026, filed 14 Apr 2026.