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Litman Gregory Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Litman Gregory 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
2025
Q4 		$23.6K Buy
+345
New +$23.3K ﹤0.01% 263

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Litman Gregory Wealth Management's ISCV Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2025: 345 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #263 among its holdings.

136 funds tracked by Wall St. Rank hold ISCV as of Q4 2025.

  • Litman Gregory Wealth Management held 345 shares of iShares Morningstar Small-Cap Value ETF worth $23.6K as of Q4 2025.
  • iShares Morningstar Small-Cap Value ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #263 holding.
  • 136 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.