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

Olistico Wealth’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 		$5.87K Hold
75
– – ﹤0.01% 279
2026
Q1 		$5.21K Hold
75
– – ﹤0.01% 288
2025
Q4 		$5.14K Buy
+75
New +$5.05K ﹤0.01% 284
2025
Q3 		– Sell
-109
Closed -$6.69K – 214
2025
Q2 		$6.69K Hold
109
– – ﹤0.01% 281
2025
Q1 		$6.46K Sell
109
-41
-27% -$2.58K ﹤0.01% 270
2024
Q4 		$9.51K Hold
150
– – 0.01% 246
2024
Q3 		$9.52K Hold
150
– – 0.01% 250
2024
Q2 		$8.69K Buy
+150
New +$8.78K 0.01% 250

Other funds holding ISCV

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return