PENSION & WEALTH MANAGEMENT ADVISORS, INC. ISCF — ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF

Ownership history in PENSION & WEALTH MANAGEMENT ADVISORS, INC.  ·  1 quarter on record

AI Ownership Summary

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF (ISCF) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.24% in 2026 Q3. The latest visible filing shows ISCF at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s position in ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ISCF was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISCF stock page PENSION & WEALTH MANAGEMENT ADVISORS, INC. fund profile PENSION & WEALTH MANAGEMENT ADVISORS, INC. full holdings
How PENSION & WEALTH MANAGEMENT ADVISORS, INC. held ISCF — position size vs. price
% of Fund (quarterly)    ISCF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 23,257 — — 0.24% $1.0M 2026-10-16 $44.29

🏢 Other funds also holding ISCF

As of 2026 Q3 — sorted by position size

Williams & Novak Wealth Management, LLC 3.45% Eagle Strategies LLC 3Y 0.77% Stonebridge Wealth Management, LLC 0.7% Longview Financial Advisors, Inc. 0.58% RHS Financial, LLC 3Y 7Y 0.3% Focus Financial Network, Inc. 0.24% Breakwater Capital Group 3Y 0.23% KWB Wealth 3Y 0.2% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 0.06% MOLLER WEALTH PARTNERS 3Y 7Y 0.05%

FAQ About PENSION & WEALTH MANAGEMENT ADVISORS, INC. and ISCF

These are the practical questions this page is built to answer before you even open the full history table.

How long has PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported owning ISCF?

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported ISCF across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported ISCF position in PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for ISCF was 0.24% in 2026 Q3.

What is the latest reported ISCF position on this page?

The most recent filing on this page is 2026 Q3, when PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported 23,257 shares, equal to 0.24% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ISCF ownership page compare?

The chart compares PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s quarterly ISCF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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