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 $1.66T 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $191M AUM 20.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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