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 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $690M AUM 19.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's ISCV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 2.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,675 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Wealth Enhancement Advisory Services first reported a position in ISCV in Q3 2023 and has held it in 12 quarters since. The position peaked at $729K in Q4 2025. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

Wealth Enhancement Advisory Services held 6,675 shares of iShares Morningstar Small-Cap Value ETF worth $523K as of Q2 2026.
Wealth Enhancement Advisory Services bought 166 iShares Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $12.4K.
iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2643 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Morningstar Small-Cap Value ETF position peaked at $729K in Q4 2025.
131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.