Professional Financial Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Professional Financial Advisors’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	-759	Closed	-$36K	–	264
2022 Q3	$36K	Hold	759	–	–	0.02%	168
2022 Q2	$38K	Hold	759	–	–	0.02%	168
2022 Q1	$45K	Hold	759	–	–	0.02%	150
2021 Q4	$45K	Hold	759	–	–	0.02%	178
2021 Q3	$43K	Buy	+759	New	+$43.3K	0.02%	148
2021 Q1	–	Sell	-759	Closed	-$36K	–	381
2020 Q4	$36K	Hold	759	–	–	0.03%	144
2020 Q3	$28K	Buy	+759	New	+$27.4K	0.03%	144

Other funds holding ISCV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Professional Financial Advisors's ISCV Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2022, closing a stake of 759 shares — an estimated $36K sold.

Professional Financial Advisors first reported a position in ISCV in Q3 2020 and held it in 7 quarters. The position peaked at $45K in Q1 2022. 100 funds tracked by Wall St. Rank hold ISCV as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 759 iShares Morningstar Small-Cap Value ETF shares in Q4 2022, an estimated $36K.
Professional Financial Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2020 and held it in 7 quarters.
Professional Financial Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $45K in Q1 2022.
100 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.