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

River Wealth 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
2019 Q1	–	Sell	-24	Closed	-$1K	–	318
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	521
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	557
2018 Q2	$1K	Buy	+24	New	+$1.19K	﹤0.01%	557

Other funds holding ISCV

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

River Wealth Advisors's ISCV Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in ISCV in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 85 funds tracked by Wall St. Rank hold ISCV as of Q1 2019.

River Wealth Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 24 iShares Morningstar Small-Cap Value ETF shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $1K in Q4 2018.
85 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.