Prosperity Consulting Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Prosperity Consulting Group’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	$2.62M	Sell	33,407 -1,230	-4%	-$91.6K	0.1%	146
2026 Q1	$2.41M	Sell	34,637 -2,561	-7%	-$183K	0.11%	138
2025 Q4	$2.55M	Sell	37,198 -2,758	-7%	-$186K	0.11%	133
2025 Q3	$2.66M	Sell	39,956 -4,234	-10%	-$275K	0.13%	128
2025 Q2	$2.71M	Sell	44,190 -2,510	-5%	-$146K	0.2%	113
2025 Q1	$2.77M	Buy	46,700 +36	+0.1%	+$2.26K	0.21%	108
2024 Q4	$2.96M	Sell	46,664 -959	-2%	-$62.5K	0.22%	101
2024 Q3	$3.02M	Sell	47,623 -674	-1%	-$41.3K	0.24%	102
2024 Q2	$2.8M	Sell	48,297 -1,550	-3%	-$90.7K	0.38%	68
2024 Q1	$3.05M	Buy	+49,847	New	+$2.89M	0.38%	78

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $690M AUM 19.61% 1-Year Est. Return

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

Prosperity Consulting Group's ISCV Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 3.6% in Q2 2026, selling an estimated $91.6K and leaving 33,407 shares worth $2.62M. The position accounts for 0.1% of the portfolio, ranked #146.

Prosperity Consulting Group first reported a position in ISCV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.05M in Q1 2024. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Prosperity Consulting Group held 33,407 shares of iShares Morningstar Small-Cap Value ETF worth $2.62M as of Q2 2026.
Prosperity Consulting Group sold 1,230 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $91.6K.
iShares Morningstar Small-Cap Value ETF made up 0.1% of Prosperity Consulting Group's portfolio in Q2 2026, its #146 holding.
Prosperity Consulting Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's iShares Morningstar Small-Cap Value ETF position peaked at $3.05M in Q1 2024.
131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.