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

Reby 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
2020 Q4	$72K	Buy	+1,530	New	+$64.3K	0.02%	185

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Reby Advisors's ISCV Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2020: 1,530 shares worth $72K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

86 funds tracked by Wall St. Rank hold ISCV as of Q4 2020.

Reby Advisors held 1,530 shares of iShares Morningstar Small-Cap Value ETF worth $72K as of Q4 2020.
iShares Morningstar Small-Cap Value ETF was a new Reby Advisors position in Q4 2020.
iShares Morningstar Small-Cap Value ETF made up 0.02% of Reby Advisors's portfolio in Q4 2020, its #185 holding.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.