Sensible Money’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Sensible Money’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	$433K	Buy	5,787 +30	+0.5%	+$2.38K	0.11%	64
2026 Q2	$451K	Buy	5,757 +26	+0.5%	+$1.94K	0.12%	61
2026 Q1	$398K	Buy	5,731 +22	+0.4%	+$1.57K	0.12%	56
2025 Q4	$391K	Buy	5,709 +40	+0.7%	+$2.7K	0.12%	56
2025 Q3	$378K	Buy	5,669 +30	+0.5%	+$1.95K	0.13%	53
2025 Q2	$346K	Buy	5,639 +28	+0.5%	+$1.63K	0.13%	54
2025 Q1	$333K	Buy	5,611 +24	+0.4%	+$1.51K	0.14%	54
2024 Q4	$354K	Buy	5,587 +49	+0.9%	+$3.19K	0.16%	52
2024 Q3	$352K	Hold	5,538	–	–	0.15%	57
2024 Q2	$321K	Buy	5,538 +26	+0.5%	+$1.52K	0.16%	58
2024 Q1	$337K	Buy	5,512 +884	+19%	+$51.3K	0.18%	56
2023 Q4	$274K	Buy	+4,628	New	+$245K	0.16%	57

Other funds holding ISCV

MTC

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Twin Cities Retirement Group Plymouth, Minnesota $121M AUM 7.8% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sensible Money's ISCV Position: Q3 2026 in Review

Sensible Money increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 0.52% in Q3 2026, buying an estimated $2.38K and bringing the position to 5,787 shares worth $433K. The position accounts for 0.11% of the portfolio, ranked #64.

Sensible Money first reported a position in ISCV in Q4 2023 and has held it in 12 quarters since. The position peaked at $451K in Q2 2026. 23 funds tracked by Wall St. Rank hold ISCV as of Q3 2026.

Sensible Money held 5,787 shares of iShares Morningstar Small-Cap Value ETF worth $433K as of Q3 2026.
Sensible Money bought 30 iShares Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.38K.
iShares Morningstar Small-Cap Value ETF made up 0.11% of Sensible Money's portfolio in Q3 2026, its #64 holding.
Sensible Money first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Sensible Money's iShares Morningstar Small-Cap Value ETF position peaked at $451K in Q2 2026.
23 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.