Wealthcare Advisory Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Wealthcare Advisory Partners’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	-45	Closed	-$3K	–	1200
2021 Q1	$3K	Buy	+45	New	+$2.37K	﹤0.01%	1785
2020 Q2	–	Sell	-195	Closed	-$6K	–	856
2020 Q1	$6K	Hold	195	–	–	﹤0.01%	1055
2019 Q4	$9K	Buy	+195	New	+$8.98K	﹤0.01%	971

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

Wealthcare Advisory Partners's ISCV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2021, closing a stake of 45 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in ISCV in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 84 funds tracked by Wall St. Rank hold ISCV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 45 iShares Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's iShares Morningstar Small-Cap Value ETF position peaked at $9K in Q4 2019.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.