Fortitude Family Office’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Fortitude Family Office’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	$4.78K	Hold	61	–	–	﹤0.01%	1094
2026 Q1	$4.24K	Sell	61 -67	-52%	-$4.79K	﹤0.01%	986
2025 Q4	$8.77K	Buy	+128	New	+$8.63K	﹤0.01%	621

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 $688M AUM 12.13% 1-Year Est. Return

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

Fortitude Family Office's ISCV Position: Q2 2026 in Review

Fortitude Family Office held its iShares Morningstar Small-Cap Value ETF (ISCV) position steady in Q2 2026 at 61 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Fortitude Family Office first reported a position in ISCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.77K in Q4 2025. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Fortitude Family Office held 61 shares of iShares Morningstar Small-Cap Value ETF worth $4.78K as of Q2 2026.
Fortitude Family Office left its iShares Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1094 holding.
Fortitude Family Office first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
Fortitude Family Office's iShares Morningstar Small-Cap Value ETF position peaked at $8.77K in Q4 2025.
131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.