Wealthspire Advisors (New York)’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-240	Closed	-$16K	–	1960
2025 Q3	$16K	Buy	+240	New	+$15.6K	﹤0.01%	1797

Other funds holding ISCV

ETC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s ISCV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2025, closing a stake of 240 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in ISCV in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 135 funds tracked by Wall St. Rank hold ISCV as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 240 iShares Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $16K.
Wealthspire Advisors (New York) first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares Morningstar Small-Cap Value ETF position peaked at $16K in Q3 2025.
135 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.