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 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 $14.1B AUM 25.71% 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 $2.41B AUM 16.65% 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

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

Richwood Investment Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2026, closing a stake of 2,775 shares — an estimated $206K sold.

Richwood Investment Advisors first reported a position in ISCV in Q4 2021 and held it in 4 quarters. The position peaked at $226K in Q4 2021. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

Richwood Investment Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Richwood Investment Advisors sold 2,775 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $206K.
Richwood Investment Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2021 and held it in 4 quarters.
Richwood Investment Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $226K in Q4 2021.
127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.