Archer Investment Corporation’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Archer Investment Corporation’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
2026 Q1	$32.5K	Hold	468	–	–	0.01%	594
2025 Q4	$32.1K	Hold	468	–	–	0.01%	538
2025 Q3	$31.2K	Hold	468	–	–	0.01%	548
2025 Q2	$28.7K	Hold	468	–	–	0.01%	549
2025 Q1	$27.8K	Hold	468	–	–	0.01%	536
2024 Q4	$29.7K	Hold	468	–	–	0.01%	517
2024 Q3	$29.7K	Hold	468	–	–	0.01%	515
2024 Q2	$27.1K	Hold	468	–	–	0.01%	502
2024 Q1	$28.6K	Hold	468	–	–	0.01%	485
2023 Q4	$27.7K	Hold	468	–	–	0.01%	484
2023 Q3	$24.2K	Hold	468	–	–	0.01%	483
2023 Q2	$25.3K	Hold	468	–	–	0.01%	477
2023 Q1	$24.4K	Hold	468	–	–	0.01%	460
2022 Q4	$24.4K	Hold	468	–	–	0.01%	443
2022 Q3	$22.2K	Hold	468	–	–	0.01%	440
2022 Q2	$23.5K	Hold	468	–	–	0.01%	440
2022 Q1	$26.6K	Hold	468	–	–	0.01%	444
2021 Q4	$27.8K	Hold	468	–	–	0.01%	448
2021 Q3	$26.6K	Buy	+468	New	+$26.7K	0.01%	440
2021 Q2	–	Sell	-468	Closed	-$26.3K	–	620
2021 Q1	$26.3K	Hold	468	–	–	0.01%	436
2020 Q4	$22K	Hold	468	–	–	0.01%	412
2020 Q3	$16.6K	Hold	468	–	–	0.01%	387
2020 Q2	$16.2K	Hold	468	–	–	0.01%	374
2020 Q1	$13K	Sell	468 -159	-25%	-$6.61K	0.01%	394
2019 Q4	$30K	Buy	+627	New	+$28.9K	0.02%	358

Other funds holding ISCV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archer Investment Corporation's ISCV Position: Q1 2026 in Review

Archer Investment Corporation held its iShares Morningstar Small-Cap Value ETF (ISCV) position steady in Q1 2026 at 468 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #594.

Archer Investment Corporation first reported a position in ISCV in Q4 2019 and has held it in 25 quarters since. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

Archer Investment Corporation held 468 shares of iShares Morningstar Small-Cap Value ETF worth $32.5K as of Q1 2026.
Archer Investment Corporation left its iShares Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Small-Cap Value ETF made up 0.01% of Archer Investment Corporation's portfolio in Q1 2026, its #594 holding.
Archer Investment Corporation first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.