Westside Investment Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Westside Investment Management’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
2018 Q3	–	Sell	-36	Closed	-$1.82K	–	770
2018 Q2	$1.82K	Hold	36	–	–	﹤0.01%	771
2018 Q1	$1.67K	Hold	36	–	–	﹤0.01%	772
2017 Q4	$1.85K	Hold	36	–	–	﹤0.01%	788
2017 Q3	$1.77K	Hold	36	–	–	﹤0.01%	760
2017 Q2	$1.68K	Hold	36	–	–	﹤0.01%	755
2017 Q1	$1.7K	Hold	36	–	–	﹤0.01%	721
2016 Q4	$1.74K	Buy	+36	New	+$1.62K	﹤0.01%	592

Other funds holding ISCV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Westside Investment Management's ISCV Position: Q3 2018 in Review

Westside Investment Management sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2018, closing a stake of 36 shares — an estimated $1.82K sold.

Westside Investment Management first reported a position in ISCV in Q4 2016 and held it in 7 quarters. The position peaked at $1.85K in Q4 2017. 86 funds tracked by Wall St. Rank hold ISCV as of Q3 2018.

Westside Investment Management reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Westside Investment Management sold 36 iShares Morningstar Small-Cap Value ETF shares in Q3 2018, an estimated $1.82K.
Westside Investment Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2016 and held it in 7 quarters.
Westside Investment Management's iShares Morningstar Small-Cap Value ETF position peaked at $1.85K in Q4 2017.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.