Ruane, Cunniff & Goldfarb’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Ruane, Cunniff & Goldfarb’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
2025 Q1	–	Sell	-6,380	Closed	-$405K	–	40
2024 Q4	$405K	Hold	6,380	–	–	0.01%	30
2024 Q3	$405K	Hold	6,380	–	–	0.01%	29
2024 Q2	$369K	Hold	6,380	–	–	0.01%	29
2024 Q1	$390K	Hold	6,380	–	–	0.01%	26
2023 Q4	$378K	Hold	6,380	–	–	0.01%	26
2023 Q3	$330K	Hold	6,380	–	–	0.01%	32
2023 Q2	$345K	Hold	6,380	–	–	0.01%	29
2023 Q1	$333K	Buy	+6,380	New	+$350K	0.01%	28

Other funds holding ISCV

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's ISCV Position: Q1 2025 in Review

Ruane, Cunniff & Goldfarb sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2025, closing a stake of 6,380 shares — an estimated $405K sold.

Ruane, Cunniff & Goldfarb first reported a position in ISCV in Q1 2023 and held it in 8 quarters. The position peaked at $405K in Q3 2024. 114 funds tracked by Wall St. Rank hold ISCV as of Q1 2025.

Ruane, Cunniff & Goldfarb reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Ruane, Cunniff & Goldfarb sold 6,380 iShares Morningstar Small-Cap Value ETF shares in Q1 2025, an estimated $405K.
Ruane, Cunniff & Goldfarb first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2023 and held it in 8 quarters.
Ruane, Cunniff & Goldfarb's iShares Morningstar Small-Cap Value ETF position peaked at $405K in Q3 2024.
114 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2025.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2025, filed 15 May 2025.