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

Waverly 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
Q2 		$229K Hold
2,925
– – ﹤0.01% 1563
2026
Q1 		$203K Buy
+2,925
New +$209K ﹤0.01% 1488

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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 $688M AUM 12.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's ISCV Position: Q2 2026 in Review

Waverly Advisors held its iShares Morningstar Small-Cap Value ETF (ISCV) position steady in Q2 2026 at 2,925 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Waverly Advisors first reported a position in ISCV in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

  • Waverly Advisors held 2,925 shares of iShares Morningstar Small-Cap Value ETF worth $229K as of Q2 2026.
  • Waverly Advisors left its iShares Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1563 holding.
  • Waverly Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.