NWA
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Northwest Wealth Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Northwest Wealth Advisors’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 		$510K Sell
6,514
-74
-1% -$5.51K 0.29% 42
2026
Q1 		$458K Buy
6,588
+20
+0.3% +$1.43K 0.33% 38
2025
Q4 		$450K Buy
+6,568
New +$443K 0.35% 41

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 $688M AUM 12.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwest Wealth Advisors's ISCV Position: Q2 2026 in Review

Northwest Wealth Advisors reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 1.1% in Q2 2026, selling an estimated $5.51K and leaving 6,514 shares worth $510K. The position accounts for 0.29% of the portfolio, ranked #42.

Northwest Wealth Advisors first reported a position in ISCV in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

  • Northwest Wealth Advisors held 6,514 shares of iShares Morningstar Small-Cap Value ETF worth $510K as of Q2 2026.
  • Northwest Wealth Advisors sold 74 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.51K.
  • iShares Morningstar Small-Cap Value ETF made up 0.29% of Northwest Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Northwest Wealth Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.