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

Wealth Quarterback’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
Q2 		– Sell
-249
Closed -$7.08K – 426
2020
Q1 		$7.08K Buy
+249
New +$10.4K 0.01% 547

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Wealth Quarterback's ISCV Position: Q2 2020 in Review

Wealth Quarterback sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2020, closing a stake of 249 shares — an estimated $7.08K sold.

Wealth Quarterback first reported a position in ISCV in Q1 2020 and held it in 1 quarter. The position peaked at $7.08K in Q1 2020. 70 funds tracked by Wall St. Rank hold ISCV as of Q2 2020.

  • Wealth Quarterback reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 249 iShares Morningstar Small-Cap Value ETF shares in Q2 2020, an estimated $7.08K.
  • Wealth Quarterback first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Wealth Quarterback's iShares Morningstar Small-Cap Value ETF position peaked at $7.08K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.