IWM
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IHT Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

IHT Wealth Management’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 		$1.79M Sell
22,823
-10,841
-32% -$807K 0.04% 435
2026
Q1 		$2.34M Sell
33,664
-142
-0.4% -$10.2K 0.05% 330
2025
Q4 		$2.32M Buy
33,806
+4,696
+16% +$317K 0.06% 310
2025
Q3 		$1.94M Buy
29,110
+1,555
+6% +$101K 0.05% 344
2025
Q2 		$1.69M Buy
27,555
+579
+2% +$33.8K 0.05% 352
2025
Q1 		$1.6M Sell
26,976
-83
-0.3% -$5.22K 0.05% 339
2024
Q4 		$1.72M Sell
27,059
-13,337
-33% -$869K 0.06% 307
2024
Q3 		$2.55M Buy
40,396
+16,575
+70% +$1.01M 0.07% 265
2024
Q2 		$1.38M Buy
23,821
+2,803
+13% +$164K 0.05% 348
2024
Q1 		$1.29M Buy
21,018
+901
+4% +$52.3K 0.05% 354
2023
Q4 		$1.19M Buy
20,117
+13
+0.1% +$687 0.05% 338
2023
Q3 		$1.04M Sell
20,104
-481
-2% -$26.3K 0.05% 339
2023
Q2 		$1.11M Buy
+20,585
New +$1.06M 0.06% 317
2020
Q1 		– Sell
-7,026
Closed -$336K – 607
2019
Q4 		$336K Buy
7,026
+1,449
+26% +$66.7K 0.04% 417
2019
Q3 		$249K Buy
+5,577
New +$247K 0.03% 473
2018
Q2 		– Sell
-3,825
Closed -$178K – 888
2018
Q1 		$178K Buy
3,825
+9
+0.2% +$446 0.05% 367
2017
Q4 		$196K Buy
3,816
+2,100
+122% +$104K 0.05% 349
2017
Q3 		$84K Sell
1,716
-87
-5% -$4.08K 0.04% 390
2017
Q2 		$38K Buy
1,803
+1,743
+2,905% +$82.1K 0.02% 585
2017
Q1 		$3K Sell
60
-1,488
-96% -$71.9K ﹤0.01% 1030
2016
Q4 		$74K Buy
+1,548
New +$69.8K 0.06% 317

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's ISCV Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 32% in Q2 2026, selling an estimated $807K and leaving 22,823 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #435.

IHT Wealth Management first reported a position in ISCV in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.55M in Q3 2024. 130 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

  • IHT Wealth Management held 22,823 shares of iShares Morningstar Small-Cap Value ETF worth $1.79M as of Q2 2026.
  • IHT Wealth Management sold 10,841 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $807K.
  • iShares Morningstar Small-Cap Value ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #435 holding.
  • IHT Wealth Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2016 and has held it in 21 quarters since.
  • IHT Wealth Management's iShares Morningstar Small-Cap Value ETF position peaked at $2.55M in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.