Global Retirement Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Global Retirement Partners’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	$3.29K	Buy	+42	New	+$3.13K	﹤0.01%	3836
2025 Q4	$2.88K	Hold	42	–	–	﹤0.01%	3618
2025 Q3	$2.8K	Hold	42	–	–	﹤0.01%	3192
2025 Q2	$2.58K	Buy	+42	New	+$2.45K	﹤0.01%	3148
2024 Q4	$4.88K	Hold	77	–	–	﹤0.01%	2693
2024 Q3	$4.89K	Buy	77 +35	+83%	+$2.14K	﹤0.01%	2573
2024 Q2	$2.43K	Hold	42	–	–	﹤0.01%	2901
2024 Q1	$2.57K	Hold	42	–	–	﹤0.01%	2650
2023 Q4	$2.37K	Hold	42	–	–	﹤0.01%	2613
2023 Q3	$2.1K	Hold	42	–	–	﹤0.01%	2523
2023 Q2	$2.27K	Hold	42	–	–	﹤0.01%	2505
2023 Q1	$2.09K	Hold	42	–	–	﹤0.01%	2495
2022 Q4	$2.19K	Hold	42	–	–	﹤0.01%	2329
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	2255
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	2213
2022 Q1	$2K	Buy	42 +28	+200%	+$1.63K	﹤0.01%	2196
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	237
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1897
2021 Q2	$1K	Sell	14 -28	-67%	-$1.65K	﹤0.01%	1805
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	1647
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	1611
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1562
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	1536
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1490
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	1467
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	1445
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	1441
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	1399
2018 Q4	$2K	Buy	+42	New	+$1.94K	﹤0.01%	1337

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

Global Retirement Partners's ISCV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2026: 42 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #3836 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ISCV as recently as Q4 2025.

Global Retirement Partners first reported a position in ISCV in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.89K in Q3 2024. 130 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Global Retirement Partners held 42 shares of iShares Morningstar Small-Cap Value ETF worth $3.29K as of Q2 2026.
iShares Morningstar Small-Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3836 holding.
Global Retirement Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
Global Retirement Partners's iShares Morningstar Small-Cap Value ETF position peaked at $4.89K in Q3 2024.
130 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.