Eagle Strategies’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Eagle Strategies’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 Q2	–	Sell	-2,953	Closed	-$205K	–	276
2026 Q1	$205K	Buy	+2,953	New	+$211K	0.02%	255

Other funds holding ISCV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $690M AUM 19.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eagle Strategies's ISCV Position: Q2 2026 in Review

Eagle Strategies sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2026, closing a stake of 2,953 shares — an estimated $205K sold.

Eagle Strategies first reported a position in ISCV in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Eagle Strategies reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Eagle Strategies sold 2,953 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $205K.
Eagle Strategies first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2026 and held it in 1 quarter.
Eagle Strategies's iShares Morningstar Small-Cap Value ETF position peaked at $205K in Q1 2026.
131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.