Western Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Western Wealth Management’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	$217K	Sell	2,900 -56	-2%	-$4.44K	0.01%	897
2026 Q2	$231K	Buy	2,956 +1	+0%	+$74	0.01%	922
2026 Q1	$205K	Sell	2,955 -750	-20%	-$53.6K	0.01%	914
2025 Q4	$254K	Buy	+3,705	New	+$250K	0.01%	720

Other funds holding ISCV

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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 Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return

MB Generational Wealth Spokane, Washington $196M AUM 14.53% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Western Wealth Management's ISCV Position: Q3 2026 in Review

Western Wealth Management reduced its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 1.9% in Q3 2026, selling an estimated $4.44K and leaving 2,900 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #897.

Western Wealth Management first reported a position in ISCV in Q4 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 97 funds tracked by Wall St. Rank hold ISCV as of Q3 2026.

Western Wealth Management held 2,900 shares of iShares Morningstar Small-Cap Value ETF worth $217K as of Q3 2026.
Western Wealth Management sold 56 iShares Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $4.44K.
iShares Morningstar Small-Cap Value ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #897 holding.
Western Wealth Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Western Wealth Management's iShares Morningstar Small-Cap Value ETF position peaked at $254K in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.