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

Resonant Capital 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
2021 Q2	–	Sell	-7,038	Closed	-$396K	–	172
2021 Q1	$396K	Hold	7,038	–	–	0.08%	124
2020 Q4	$331K	Buy	7,038 +30	+0.4%	+$1.26K	0.08%	140
2020 Q3	$248K	Buy	+7,008	New	+$253K	0.07%	141

Other funds holding ISCV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AAS

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

MTC

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Resonant Capital Advisors's ISCV Position: Q2 2021 in Review

Resonant Capital Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2021, closing a stake of 7,038 shares — an estimated $396K sold.

Resonant Capital Advisors first reported a position in ISCV in Q3 2020 and held it in 3 quarters. The position peaked at $396K in Q1 2021. 84 funds tracked by Wall St. Rank hold ISCV as of Q2 2021.

Resonant Capital Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Resonant Capital Advisors sold 7,038 iShares Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $396K.
Resonant Capital Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2020 and held it in 3 quarters.
Resonant Capital Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $396K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2021.

Based on Resonant Capital Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.