WWM
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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
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

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Western Wealth Management's ISCV Position: Q2 2026 in Review

Western Wealth Management increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 0.03% in Q2 2026, buying an estimated $74 and bringing the position to 2,956 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #922.

Western Wealth Management first reported a position in ISCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 131 funds tracked by Wall St. Rank hold ISCV as of Q2 2026.

  • Western Wealth Management held 2,956 shares of iShares Morningstar Small-Cap Value ETF worth $231K as of Q2 2026.
  • Western Wealth Management bought 1 iShares Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $74.
  • iShares Morningstar Small-Cap Value ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #922 holding.
  • Western Wealth Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Western Wealth Management's iShares Morningstar Small-Cap Value ETF position peaked at $254K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.