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

Root Financial Partners’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 Q3	$29.2K	Buy	+391	New	+$31K	﹤0.01%	1358

Other funds holding ISCV

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's ISCV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2026: 391 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings.

123 funds tracked by Wall St. Rank hold ISCV as of Q3 2026.

Root Financial Partners held 391 shares of iShares Morningstar Small-Cap Value ETF worth $29.2K as of Q3 2026.
iShares Morningstar Small-Cap Value ETF was a new Root Financial Partners position in Q3 2026.
iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1358 holding.
123 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.