Panoramic Investment Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Panoramic Investment 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 Q1	$943K	Buy	13,572 +47	+0.3%	+$3.36K	0.51%	52
2025 Q4	$926K	Buy	13,525 +83	+0.6%	+$5.59K	0.5%	51
2025 Q3	$896K	Buy	13,442 +62	+0.5%	+$4.03K	0.5%	49
2025 Q2	$821K	Sell	13,380 -374	-3%	-$21.8K	0.5%	48
2025 Q1	$816K	Buy	13,754 +52	+0.4%	+$3.27K	0.55%	46
2024 Q4	$869K	Buy	13,702 +227	+2%	+$14.8K	0.57%	45
2024 Q3	$855K	Buy	+13,475	New	+$825K	0.59%	41
2024 Q1	$816K	Sell	13,341 -182	-1%	-$10.6K	0.6%	42
2023 Q4	$801K	Sell	13,523 -781	-5%	-$41.3K	0.69%	42
2023 Q3	$741K	Buy	+14,304	New	+$783K	0.68%	41
2022 Q4	$738K	Buy	+14,170	New	+$746K	0.76%	39

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 $193M AUM 20.13% 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

Panoramic Investment Advisors's ISCV Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 0.35% in Q1 2026, buying an estimated $3.36K and bringing the position to 13,572 shares worth $943K. The position accounts for 0.51% of the portfolio, ranked #52.

Panoramic Investment Advisors first reported a position in ISCV in Q4 2022 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

Panoramic Investment Advisors held 13,572 shares of iShares Morningstar Small-Cap Value ETF worth $943K as of Q1 2026.
Panoramic Investment Advisors bought 47 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $3.36K.
iShares Morningstar Small-Cap Value ETF made up 0.51% of Panoramic Investment Advisors's portfolio in Q1 2026, its #52 holding.
Panoramic Investment Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.