Independent Financial Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Independent Financial Group’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	$309K	Buy	3,942 +308	+8%	+$22.9K	0.01%	1232
2026 Q1	$253K	Buy	3,634 +376	+12%	+$26.9K	0.01%	1249
2025 Q4	$223K	Buy	3,258 +213	+7%	+$14.4K	0.01%	1290
2025 Q3	$203K	Buy	+3,045	New	+$198K	﹤0.01%	1288

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

Independent Financial Group's ISCV Position: Q2 2026 in Review

Independent Financial Group increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 8.5% in Q2 2026, buying an estimated $22.9K and bringing the position to 3,942 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1232.

Independent Financial Group first reported a position in ISCV in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Independent Financial Group held 3,942 shares of iShares Morningstar Small-Cap Value ETF worth $309K as of Q2 2026.
Independent Financial Group bought 308 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $22.9K.
iShares Morningstar Small-Cap Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1232 holding.
Independent Financial Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
130 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.