FFA
ISCV icon

Farther Finance Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Farther Finance 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
Q2 		$338K Sell
4,321
-565
-12% -$42.1K ﹤0.01% 1862
2026
Q1 		$341K Buy
4,886
+3,446
+239% +$246K ﹤0.01% 1658
2025
Q4 		$98.6K Hold
1,440
– – ﹤0.01% 2355
2025
Q3 		$96K Hold
1,440
– – ﹤0.01% 2058
2025
Q2 		$88.4K Hold
1,440
– – ﹤0.01% 1823
2025
Q1 		$85.6K Hold
1,440
– – ﹤0.01% 1621
2024
Q4 		$91.3K Hold
1,440
– – ﹤0.01% 1341
2024
Q3 		$91.4K Buy
+1,440
New +$88.1K ﹤0.01% 1341

Other funds holding ISCV

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Farther Finance Advisors's ISCV Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 12% in Q2 2026, selling an estimated $42.1K and leaving 4,321 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Farther Finance Advisors first reported a position in ISCV in Q3 2024 and has held it in 8 quarters since. The position peaked at $341K in Q1 2026. 13 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

  • Farther Finance Advisors held 4,321 shares of iShares Morningstar Small-Cap Value ETF worth $338K as of Q2 2026.
  • Farther Finance Advisors sold 565 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $42.1K.
  • iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1862 holding.
  • Farther Finance Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $341K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.