Blackhawk Capital Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Blackhawk Capital Partners’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 Q2	–	Sell	-3,450	Closed	-$205K	–	137
2025 Q1	$205K	Sell	3,450 -4,578	-57%	-$288K	0.11%	124
2024 Q4	$509K	Buy	+8,028	New	+$523K	0.26%	87

Other funds holding ISCV

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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 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

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

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

Blackhawk Capital Partners's ISCV Position: Q2 2025 in Review

Blackhawk Capital Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2025, closing a stake of 3,450 shares — an estimated $205K sold.

Blackhawk Capital Partners first reported a position in ISCV in Q4 2024 and held it in 2 quarters. The position peaked at $509K in Q4 2024. 109 funds tracked by Wall St. Rank hold ISCV as of Q2 2025.

Blackhawk Capital Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Blackhawk Capital Partners sold 3,450 iShares Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $205K.
Blackhawk Capital Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2024 and held it in 2 quarters.
Blackhawk Capital Partners's iShares Morningstar Small-Cap Value ETF position peaked at $509K in Q4 2024.
109 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Blackhawk Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.