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

Richwood 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 Q2	$217K	Buy	+2,775	New	+$207K	0.15%	103
2026 Q1	–	Sell	-2,775	Closed	-$206K	–	100
2025 Q4	$206K	Buy	+2,775	New	+$187K	0.15%	103
2023 Q3	–	Sell	-3,810	Closed	-$206K	–	101
2023 Q2	$206K	Buy	+3,810	New	+$196K	0.2%	98
2022 Q2	–	Sell	-3,810	Closed	-$224K	–	110
2022 Q1	$224K	Hold	3,810	–	–	0.2%	111
2021 Q4	$226K	Buy	+3,810	New	+$226K	0.2%	99

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

Richwood Investment Advisors's ISCV Position: Q2 2026 in Review

Richwood Investment Advisors opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2026: 2,775 shares worth $217K. The stake represents 0.15% of the portfolio and ranks #103 among its holdings. This is a return to the name: Richwood Investment Advisors previously reported a position in ISCV as recently as Q4 2025.

Richwood Investment Advisors first reported a position in ISCV in Q4 2021 and has held it in 5 quarters since. The position peaked at $226K in Q4 2021. 130 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Richwood Investment Advisors held 2,775 shares of iShares Morningstar Small-Cap Value ETF worth $217K as of Q2 2026.
iShares Morningstar Small-Cap Value ETF was a new Richwood Investment Advisors position in Q2 2026.
iShares Morningstar Small-Cap Value ETF made up 0.15% of Richwood Investment Advisors's portfolio in Q2 2026, its #103 holding.
Richwood Investment Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 5 quarters since.
Richwood Investment Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $226K in Q4 2021.
130 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.