HIA
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Harbor Investment Advisory’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Harbor Investment Advisory’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
-759
Closed -$52K – 1297
2025
Q4 		$52K Hold
759
– – ﹤0.01% 651
2025
Q3 		$50.6K Hold
759
– – ﹤0.01% 640
2025
Q2 		$46.6K Hold
759
– – ﹤0.01% 645
2025
Q1 		$45K Hold
759
– – ﹤0.01% 636
2024
Q4 		$48.1K Hold
759
– – ﹤0.01% 615
2024
Q3 		$48.2K Hold
759
– – ﹤0.01% 600
2024
Q2 		$44K Hold
759
– – ﹤0.01% 604
2024
Q1 		$46.5K Sell
759
-396
-34% -$23K ﹤0.01% 599
2023
Q4 		$68.4K Buy
+1,155
New +$61.1K 0.01% 500

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $191M AUM 20.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return