Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Cambridge Investment Research Advisors’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 		$2.54M Buy
36,535
+1,810
+5% +$129K 0.01% 1421
2025
Q4 		$2.38M Sell
34,725
-105
-0.3% -$7.08K 0.01% 1387
2025
Q3 		$2.32M Sell
34,830
-733
-2% -$47.6K 0.01% 1389
2025
Q2 		$2.18M Buy
35,563
+672
+2% +$39.2K 0.01% 1369
2025
Q1 		$2.07M Buy
34,891
+735
+2% +$46.2K 0.01% 1315
2024
Q4 		$2.17M Buy
34,156
+1,520
+5% +$99.1K 0.01% 1305
2024
Q3 		$2.07M Sell
32,636
-776
-2% -$47.5K 0.01% 1320
2024
Q2 		$1.94M Buy
33,412
+188
+0.6% +$11K 0.01% 1297
2024
Q1 		$2.03M Sell
33,224
-1,386
-4% -$80.4K 0.01% 1252
2023
Q4 		$2.05M Buy
34,610
+1,615
+5% +$85.4K 0.01% 1179
2023
Q3 		$1.71M Sell
32,995
-987
-3% -$54.1K 0.01% 1240
2023
Q2 		$1.84M Buy
33,982
+432
+1% +$22.2K 0.01% 1224
2023
Q1 		$1.75M Sell
33,550
-895
-3% -$49.1K 0.01% 1208
2022
Q4 		$1.79M Sell
34,445
-1,409
-4% -$74.2K 0.01% 1140
2022
Q3 		$1.7M Sell
35,854
-5,512
-13% -$293K 0.01% 1123
2022
Q2 		$2.08M Sell
41,366
-761
-2% -$41.7K 0.01% 1021
2022
Q1 		$2.48M Sell
42,127
-3,311
-7% -$193K 0.01% 1017
2021
Q4 		$2.7M Sell
45,438
-295
-0.6% -$17.5K 0.01% 974
2021
Q3 		$2.6M Sell
45,733
-648
-1% -$37K 0.01% 948
2021
Q2 		$2.73M Sell
46,381
-6,896
-13% -$406K 0.01% 947
2021
Q1 		$3M Buy
53,277
+4,686
+10% +$247K 0.02% 804
2020
Q4 		$2.28M Buy
48,591
+2,349
+5% +$98.7K 0.01% 863
2020
Q3 		$1.64M Buy
46,242
+3,003
+7% +$108K 0.01% 909
2020
Q2 		$1.5M Sell
43,239
-1,773
-4% -$58K 0.01% 904
2020
Q1 		$1.28M Sell
45,012
-9,333
-17% -$388K 0.01% 851
2019
Q4 		$2.6M Buy
54,345
+8,508
+19% +$392K 0.02% 676
2019
Q3 		$2.04M Sell
45,837
-5,664
-11% -$251K 0.02% 744
2019
Q2 		$2.35M Sell
51,501
-2,814
-5% -$130K 0.02% 659
2019
Q1 		$2.5M Buy
54,315
+774
+1% +$35.6K 0.02% 631
2018
Q4 		$2.2M Buy
53,541
+8,628
+19% +$399K 0.02% 597
2018
Q3 		$2.3M Buy
44,913
+3,513
+8% +$182K 0.02% 633
2018
Q2 		$2.1M Buy
41,400
+960
+2% +$47.8K 0.02% 631
2018
Q1 		$1.93M Buy
40,440
+1,668
+4% +$82.7K 0.02% 639
2017
Q4 		$1.97M Buy
38,772
+8,793
+29% +$434K 0.02% 593
2017
Q3 		$1.47M Sell
29,979
-2,883
-9% -$135K 0.02% 653
2017
Q2 		$1.54M Buy
32,862
+429
+1% +$20.2K 0.02% 613
2017
Q1 		$1.56M Buy
32,433
+441
+1% +$21.3K 0.03% 542
2016
Q4 		$1.52M Buy
31,992
+24
+0.1% +$1.08K 0.03% 516
2016
Q3 		$1.39M Buy
31,968
+93
+0.3% +$3.95K 0.03% 549
2016
Q2 		$1.29M Buy
31,875
+207
+0.7% +$8.37K 0.03% 498
2016
Q1 		$1.26M Sell
31,668
-714
-2% -$25.9K 0.03% 486
2015
Q4 		$1.24M Buy
32,382
+2,043
+7% +$80.6K 0.03% 489
2015
Q3 		$1.14M Sell
30,339
-2,580
-8% -$103K 0.03% 443
2015
Q2 		$1.38M Buy
32,919
+831
+3% +$36K 0.04% 410
2015
Q1 		$1.4M Buy
32,088
+411
+1% +$17.6K 0.04% 389
2014
Q4 		$1.36M Buy
31,677
+2,478
+8% +$103K 0.04% 395
2014
Q3 		$1.16M Buy
29,199
+9,009
+45% +$376K 0.03% 469
2014
Q2 		$859K Buy
20,190
+321
+2% +$13.2K 0.03% 512
2014
Q1 		$818K Sell
19,869
-2,169
-10% -$86.9K 0.03% 496
2013
Q4 		$883K Sell
22,038
-774
-3% -$29.6K 0.04% 435
2013
Q3 		$831K Buy
22,812
+471
+2% +$17.1K 0.04% 426
2013
Q2 		$767K Buy
+22,341
New +$770K 0.04% 388

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors's ISCV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 5.2% in Q1 2026, buying an estimated $129K and bringing the position to 36,535 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #1421.

Cambridge Investment Research Advisors first reported a position in ISCV in Q2 2013 and has held it in 52 quarters since. The position peaked at $3M in Q1 2021. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

  • Cambridge Investment Research Advisors held 36,535 shares of iShares Morningstar Small-Cap Value ETF worth $2.54M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,810 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $129K.
  • iShares Morningstar Small-Cap Value ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1421 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $3M in Q1 2021.
  • 127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.