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

Sage Financial Group’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	$216K	Buy	+2,758	New	+$205K	0.01%	107
2025 Q2	–	Sell	-3,444	Closed	-$204K	–	105
2025 Q1	$204K	Buy	3,444 +31	+0.9%	+$1.95K	0.02%	101
2024 Q4	$216K	Hold	3,413	–	–	0.02%	97
2024 Q3	$217K	Buy	+3,413	New	+$209K	0.02%	102
2024 Q2	–	Sell	-3,413	Closed	-$209K	–	103
2024 Q1	$209K	Hold	3,413	–	–	0.02%	101
2023 Q4	$202K	Buy	+3,413	New	+$180K	0.02%	100

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

Sage Financial Group's ISCV Position: Q2 2026 in Review

Sage Financial Group opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2026: 2,758 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #107 among its holdings. This is a return to the name: Sage Financial Group previously reported a position in ISCV as recently as Q1 2025.

Sage Financial Group first reported a position in ISCV in Q4 2023 and has held it in 6 quarters since. The position peaked at $217K in Q3 2024. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Sage Financial Group held 2,758 shares of iShares Morningstar Small-Cap Value ETF worth $216K as of Q2 2026.
iShares Morningstar Small-Cap Value ETF was a new Sage Financial Group position in Q2 2026.
iShares Morningstar Small-Cap Value ETF made up 0.01% of Sage Financial Group's portfolio in Q2 2026, its #107 holding.
Sage Financial Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
Sage Financial Group's iShares Morningstar Small-Cap Value ETF position peaked at $217K in Q3 2024.
131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.