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 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

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

Sensible Money's ISCV Position: Q2 2026 in Review

Sensible Money increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 0.45% in Q2 2026, buying an estimated $1.94K and bringing the position to 5,757 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #61.

Sensible Money first reported a position in ISCV in Q4 2023 and has held it in 11 quarters since. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Sensible Money held 5,757 shares of iShares Morningstar Small-Cap Value ETF worth $451K as of Q2 2026.
Sensible Money bought 26 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
iShares Morningstar Small-Cap Value ETF made up 0.12% of Sensible Money's portfolio in Q2 2026, its #61 holding.
Sensible Money first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.