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

Greykasell Wealth 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 Q1	$177K	Buy	2,546 +10	+0.4%	+$715	0.07%	152
2025 Q4	$174K	Buy	2,536 +18	+0.7%	+$1.21K	0.07%	153
2025 Q3	$168K	Buy	+2,518	New	+$164K	0.07%	145

Other funds holding ISCV

ETC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCS

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greykasell Wealth Strategies's ISCV Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 0.39% in Q1 2026, buying an estimated $715 and bringing the position to 2,546 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #152.

Greykasell Wealth Strategies first reported a position in ISCV in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

Greykasell Wealth Strategies held 2,546 shares of iShares Morningstar Small-Cap Value ETF worth $177K as of Q1 2026.
Greykasell Wealth Strategies bought 10 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $715.
iShares Morningstar Small-Cap Value ETF made up 0.07% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #152 holding.
Greykasell Wealth Strategies first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.