TCRG
ISCV icon

Twin Cities Retirement Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Twin Cities Retirement 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 		$2.2M Sell
28,028
-1,065
-4% -$79.3K 1.88% 15
2026
Q1 		$2.02M Sell
29,093
-677
-2% -$48.4K 1.85% 15
2025
Q4 		$2.04M Buy
+29,770
New +$2.01M 1.97% 13

Other funds holding ISCV

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return