Integrated Wealth Concepts’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Integrated Wealth Concepts’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	$92.4K	Buy	+1,179	New	+$87.8K	﹤0.01%	2875

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

Integrated Wealth Concepts's ISCV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2026: 1,179 shares worth $92.4K. The stake represents ﹤0.01% of the portfolio and ranks #2875 among its holdings.

130 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Integrated Wealth Concepts held 1,179 shares of iShares Morningstar Small-Cap Value ETF worth $92.4K as of Q2 2026.
iShares Morningstar Small-Cap Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2875 holding.
130 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.