Wealth Enhancement Advisory Services
ISCV icon

Wealth Enhancement Advisory Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$562K Buy
7,454
+779
+12% +$61.7K ﹤0.01% 2694
2026
Q2 		$523K Buy
6,675
+166
+3% +$12.4K ﹤0.01% 2643
2026
Q1 		$455K Sell
6,509
-3,784
-37% -$271K ﹤0.01% 2392
2025
Q4 		$729K Buy
10,293
+1,107
+12% +$74.6K ﹤0.01% 2181
2025
Q3 		$613K Sell
9,186
-668
-7% -$43.4K ﹤0.01% 2199
2025
Q2 		$630K Buy
9,854
+6
+0.1% +$350 ﹤0.01% 2046
2025
Q1 		$584K Buy
9,848
+83
+0.8% +$5.22K ﹤0.01% 1944
2024
Q4 		$619K Buy
9,765
+765
+9% +$49.9K ﹤0.01% 1831
2024
Q3 		$571K Sell
9,000
-447
-5% -$27.4K ﹤0.01% 1740
2024
Q2 		$547K Buy
9,447
+193
+2% +$11.3K ﹤0.01% 1595
2024
Q1 		$566K Buy
9,254
+140
+2% +$8.12K ﹤0.01% 1505
2023
Q4 		$540K Buy
9,114
+1,354
+17% +$71.6K ﹤0.01% 1455
2023
Q3 		$402K Buy
+7,760
New +$425K ﹤0.01% 1563

Other funds holding ISCV

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Granville Capital
Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
MB Generational Wealth
MB Generational Wealth Spokane, Washington $196M AUM 14.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's ISCV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 12% in Q3 2026, buying an estimated $61.7K and bringing the position to 7,454 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Wealth Enhancement Advisory Services first reported a position in ISCV in Q3 2023 and has held it in 13 quarters since. The position peaked at $729K in Q4 2025. 104 funds tracked by Wall St. Rank hold ISCV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,454 shares of iShares Morningstar Small-Cap Value ETF worth $562K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 779 iShares Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $61.7K.
  • iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2694 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares Morningstar Small-Cap Value ETF position peaked at $729K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.