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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
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 $13B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $191M AUM 20.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return