AP
ISCV icon

Atwood & Palmer’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Atwood & Palmer’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 		– Sell
-45
Closed -$3.08K – 542
2025
Q4 		$3.08K Hold
45
– – ﹤0.01% 430
2025
Q3 		$3K Buy
+45
New +$2.92K ﹤0.01% 433

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atwood & Palmer's ISCV Position: Q1 2026 in Review

Atwood & Palmer sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2026, closing a stake of 45 shares — an estimated $3.08K sold.

Atwood & Palmer first reported a position in ISCV in Q3 2025 and held it in 2 quarters. The position peaked at $3.08K in Q4 2025. 128 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

  • Atwood & Palmer reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Atwood & Palmer sold 45 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $3.08K.
  • Atwood & Palmer first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Atwood & Palmer's iShares Morningstar Small-Cap Value ETF position peaked at $3.08K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.