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Western Wealth Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Western Wealth Management’s Portfolio ISCF Stock Details ISCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Buy
7,018
+785
+13% +$34.7K 0.01% 828
2026
Q1 		$260K Hold
6,233
– – 0.01% 842
2025
Q4 		$259K Buy
+6,233
New +$255K 0.01% 706

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Western Wealth Management's ISCF Position: Q2 2026 in Review

Western Wealth Management increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 13% in Q2 2026, buying an estimated $34.7K and bringing the position to 7,018 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #828.

Western Wealth Management first reported a position in ISCF in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Western Wealth Management held 7,018 shares of iShares International Small Cap Equity Factor ETF worth $304K as of Q2 2026.
  • Western Wealth Management bought 785 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $34.7K.
  • iShares International Small Cap Equity Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #828 holding.
  • Western Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.