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SGL Investment Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

SGL Investment Advisors’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
Q1 		$1.19M Buy
15,951
+2,137
+15% +$153K 0.44% 49
2025
Q4 		$1M Buy
13,814
+2,041
+17% +$138K 0.4% 51
2025
Q3 		$779K Buy
+11,773
New +$765K 0.32% 65

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGL Investment Advisors's ISCV Position: Q1 2026 in Review

SGL Investment Advisors increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 15% in Q1 2026, buying an estimated $153K and bringing the position to 15,951 shares worth $1.19M. The position accounts for 0.44% of the portfolio, ranked #49.

SGL Investment Advisors first reported a position in ISCV in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

  • SGL Investment Advisors held 15,951 shares of iShares Morningstar Small-Cap Value ETF worth $1.19M as of Q1 2026.
  • SGL Investment Advisors bought 2,137 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $153K.
  • iShares Morningstar Small-Cap Value ETF made up 0.44% of SGL Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • SGL Investment Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.