Madison Wealth Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Madison Wealth Partners’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 Q1	$463K	Buy	6,656 +800	+14%	+$57.2K	0.07%	122
2025 Q4	$401K	Buy	5,856 +28	+0.5%	+$1.89K	0.07%	122
2025 Q3	$388K	Buy	5,828 +521	+10%	+$33.8K	0.08%	106
2025 Q2	$326K	Buy	5,307 +184	+4%	+$10.7K	0.07%	119
2025 Q1	$304K	Sell	5,123 -491	-9%	-$30.9K	0.08%	116
2024 Q4	$356K	Buy	5,614 +27	+0.5%	+$1.76K	0.1%	101
2024 Q3	$355K	Hold	5,587	–	–	0.11%	100
2024 Q2	$324K	Buy	5,587 +39	+0.7%	+$2.28K	0.11%	87
2024 Q1	$340K	Buy	5,548 +16	+0.3%	+$928	0.12%	84
2023 Q4	$328K	Buy	5,532 +313	+6%	+$16.5K	0.13%	84
2023 Q3	$270K	Buy	5,219 +10	+0.2%	+$548	0.14%	69
2023 Q2	$281K	Buy	5,209 +426	+9%	+$21.9K	0.13%	72
2023 Q1	$250K	Buy	+4,783	New	+$263K	0.13%	73

Other funds holding ISCV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Madison Wealth Partners's ISCV Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 14% in Q1 2026, buying an estimated $57.2K and bringing the position to 6,656 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #122.

Madison Wealth Partners first reported a position in ISCV in Q1 2023 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

Madison Wealth Partners held 6,656 shares of iShares Morningstar Small-Cap Value ETF worth $463K as of Q1 2026.
Madison Wealth Partners bought 800 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $57.2K.
iShares Morningstar Small-Cap Value ETF made up 0.07% of Madison Wealth Partners's portfolio in Q1 2026, its #122 holding.
Madison Wealth Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.