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Evolution Advisers’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Evolution Advisers’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
-130
Closed -$8K – 158
2025
Q4 		$8K Buy
+130
New +$8.76K ﹤0.01% 143

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

Evolution Advisers's ISCV Position: Q1 2026 in Review

Evolution Advisers sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2026, closing a stake of 130 shares — an estimated $8K sold.

Evolution Advisers first reported a position in ISCV in Q4 2025 and held it in 1 quarter. The position peaked at $8K in Q4 2025. 128 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

  • Evolution Advisers reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Evolution Advisers sold 130 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $8K.
  • Evolution Advisers first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Evolution Advisers's iShares Morningstar Small-Cap Value ETF position peaked at $8K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.