SCA
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Stuart Chaussee & Associates’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-800
Closed -$47.4K – 186
2025
Q1 		$47.4K Hold
800
– – 0.01% 79
2024
Q4 		$50.7K Buy
+800
New +$52.1K 0.01% 76

Other funds holding ISCV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stuart Chaussee & Associates's ISCV Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2025, closing a stake of 800 shares — an estimated $47.4K sold.

Stuart Chaussee & Associates first reported a position in ISCV in Q4 2024 and held it in 2 quarters. The position peaked at $50.7K in Q4 2024. 109 funds tracked by Wall St. Rank hold ISCV as of Q2 2025.

  • Stuart Chaussee & Associates reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 800 iShares Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $47.4K.
  • Stuart Chaussee & Associates first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Stuart Chaussee & Associates's iShares Morningstar Small-Cap Value ETF position peaked at $50.7K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.