AAS
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Ameritas Advisory Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-136
Closed -$8.35K – 2523
2025
Q2 		$8.35K Buy
+136
New +$7.93K ﹤0.01% 2084

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's ISCV Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2025, closing a stake of 136 shares — an estimated $8.35K sold.

Ameritas Advisory Services first reported a position in ISCV in Q2 2025 and held it in 1 quarter. The position peaked at $8.35K in Q2 2025. 119 funds tracked by Wall St. Rank hold ISCV as of Q3 2025.

  • Ameritas Advisory Services reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 136 iShares Morningstar Small-Cap Value ETF shares in Q3 2025, an estimated $8.35K.
  • Ameritas Advisory Services first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's iShares Morningstar Small-Cap Value ETF position peaked at $8.35K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.