HighTower Advisors
ISCV icon

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

HighTower 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 		$505K Sell
6,452
-394
-6% -$29.3K ﹤0.01% 2735
2026
Q1 		$476K Buy
6,846
+405
+6% +$29K ﹤0.01% 2764
2025
Q4 		$441K Sell
6,441
-28
-0.4% -$1.89K ﹤0.01% 2720
2025
Q3 		$431K Sell
6,469
-324
-5% -$21K ﹤0.01% 2732
2025
Q2 		$417K Buy
6,793
+1,279
+23% +$74.6K ﹤0.01% 2679
2025
Q1 		$327K Buy
5,514
+1
+0% +$63 ﹤0.01% 2788
2024
Q4 		$350K Buy
5,513
+3
+0.1% +$196 ﹤0.01% 2764
2024
Q3 		$349K Sell
5,510
-34
-0.6% -$2.08K ﹤0.01% 2698
2024
Q2 		$321K Buy
5,544
+1
+0% +$59 ﹤0.01% 2659
2024
Q1 		$339K Sell
5,543
-6
-0.1% -$348 ﹤0.01% 2586
2023
Q4 		$328K Sell
5,549
-100
-2% -$5.29K ﹤0.01% 2639
2023
Q3 		$291K Buy
5,649
+113
+2% +$6.19K ﹤0.01% 2620
2023
Q2 		$298K Sell
5,536
-355
-6% -$18.3K ﹤0.01% 2565
2023
Q1 		$309K Buy
5,891
+181
+3% +$9.94K ﹤0.01% 2432
2022
Q4 		$297K Buy
5,710
+182
+3% +$9.59K ﹤0.01% 2476
2022
Q3 		$262K Sell
5,528
-480
-8% -$25.6K ﹤0.01% 2433
2022
Q2 		$301K Buy
6,008
+482
+9% +$26.4K ﹤0.01% 2361
2022
Q1 		$325K Buy
+5,526
New +$321K ﹤0.01% 2466
2017
Q4 		– Sell
-25,017
Closed -$1.21M – 2334
2017
Q3 		$1.21M Buy
+25,017
New +$1.17M 0.01% 1009
2015
Q4 		– Sell
-8,106
Closed -$304K – 2092
2015
Q3 		$304K Buy
+8,106
New +$325K ﹤0.01% 1450

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
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGW
MB Generational Wealth Spokane, Washington $204M AUM 25.77% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

HighTower Advisors's ISCV Position: Q2 2026 in Review

HighTower Advisors reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 5.8% in Q2 2026, selling an estimated $29.3K and leaving 6,452 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

HighTower Advisors first reported a position in ISCV in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.21M in Q3 2017. 71 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

  • HighTower Advisors held 6,452 shares of iShares Morningstar Small-Cap Value ETF worth $505K as of Q2 2026.
  • HighTower Advisors sold 394 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $29.3K.
  • iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2735 holding.
  • HighTower Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2015 and has held it in 20 quarters since.
  • HighTower Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $1.21M in Q3 2017.
  • 71 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.