CPG
ISCV icon

Cornerstone Planning Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Cornerstone Planning Group’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
-187
Closed -$13.4K – 1869
2025
Q4 		$13.4K Hold
187
– – ﹤0.01% 712
2025
Q3 		$12.3K Buy
+187
New +$12.1K ﹤0.01% 720

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

Cornerstone Planning Group's ISCV Position: Q1 2026 in Review

Cornerstone Planning Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2026, closing a stake of 187 shares — an estimated $13.4K sold.

Cornerstone Planning Group first reported a position in ISCV in Q3 2025 and held it in 2 quarters. The position peaked at $13.4K in Q4 2025. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

  • Cornerstone Planning Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 187 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $13.4K.
  • Cornerstone Planning Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's iShares Morningstar Small-Cap Value ETF position peaked at $13.4K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.