rebel Financial’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

rebel Financial’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	$453K	Sell	6,524 -273	-4%	-$19.5K	0.2%	51
2025 Q4	$466K	Buy	+6,797	New	+$458K	0.2%	53
2025 Q3	–	Sell	-6,379	Closed	-$414K	–	50
2025 Q2	$392K	Buy	+6,379	New	+$372K	0.18%	50

Other funds holding ISCV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

rebel Financial's ISCV Position: Q1 2026 in Review

rebel Financial reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 4% in Q1 2026, selling an estimated $19.5K and leaving 6,524 shares worth $453K. The position accounts for 0.2% of the portfolio, ranked #51.

rebel Financial first reported a position in ISCV in Q2 2025 and has held it in 3 quarters since. The position peaked at $466K in Q4 2025. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

rebel Financial held 6,524 shares of iShares Morningstar Small-Cap Value ETF worth $453K as of Q1 2026.
rebel Financial sold 273 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $19.5K.
iShares Morningstar Small-Cap Value ETF made up 0.2% of rebel Financial's portfolio in Q1 2026, its #51 holding.
rebel Financial first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
rebel Financial's iShares Morningstar Small-Cap Value ETF position peaked at $466K in Q4 2025.
127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.