Prospera Financial Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Prospera Financial Services’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 Q3	–	Sell	-450	Closed	-$23K	–	1219
2022 Q2	$23K	Sell	450 -237	-34%	-$13K	﹤0.01%	1181
2022 Q1	$40K	Buy	+687	New	+$39.9K	﹤0.01%	1465

Other funds holding ISCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTC

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

MWM

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

VCS

Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prospera Financial Services's ISCV Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2022, closing a stake of 450 shares — an estimated $23K sold.

Prospera Financial Services first reported a position in ISCV in Q1 2022 and held it in 2 quarters. The position peaked at $40K in Q1 2022. 96 funds tracked by Wall St. Rank hold ISCV as of Q3 2022.

Prospera Financial Services reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 450 iShares Morningstar Small-Cap Value ETF shares in Q3 2022, an estimated $23K.
Prospera Financial Services first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2022 and held it in 2 quarters.
Prospera Financial Services's iShares Morningstar Small-Cap Value ETF position peaked at $40K in Q1 2022.
96 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.