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

Wealth Preservation 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 Q1	–	Sell	-480	Closed	-$32.9K	–	1109
2025 Q4	$32.9K	Hold	480	–	–	0.02%	222
2025 Q3	$32K	Hold	480	–	–	0.02%	216
2025 Q2	$29.5K	Hold	480	–	–	0.02%	219
2025 Q1	$28.5K	Buy	+480	New	+$30.2K	0.02%	224

Other funds holding ISCV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Preservation Advisors's ISCV Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2026, closing a stake of 480 shares — an estimated $32.9K sold.

Wealth Preservation Advisors first reported a position in ISCV in Q1 2025 and held it in 4 quarters. The position peaked at $32.9K in Q4 2025. 128 funds tracked by Wall St. Rank hold ISCV as of Q1 2026.

Wealth Preservation Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 480 iShares Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $32.9K.
Wealth Preservation Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $32.9K in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.