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ISCV

iShares Morningstar Small-Cap Value ETF
1W: -1.9% 1M: -2.7% 3M: -1.9% YTD: +5.2% 1Y: +20.7% 3Y: +56.0% 5Y: +40.4%
$73.63
+1.13 (+1.57%)
 
Weekly Expected Move ±1.8%
$70 $72 $73 $74 $75
ETF AMEX · AUM $646.5M
Key Statistics
AUM$646M
Holdings1,066
Top 10 Wt5.8%
Volume5,075
Avg Volume16,214
Beta1.11
Portfolio Fundamentals
P/E18.4
P/B1.9
Div Yield2.30%
ROE6.2%
% Profitable72%
Inception2004-07-13
Sector Allocation
Financial Services 21.4%
Consumer Cyclical 12.9%
Industrials 11.9%
Healthcare 11.2%
Real Estate 11.1%
Technology 8.6%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 AKAMAI TECHNOLOGIES INC AKAM 0.70% $4.5M 29,641
2 CF INDUSTRIES HOLDINGS INC CF 0.65% $4.2M 33,276
3 VIATRIS INC VTRS 0.63% $4.0M 244,769
4 TD SYNNEX CORP SNX 0.58% $3.7M 16,371
5 OVINTIV INC OVV 0.57% $3.7M 61,165
6 MODERNA INC MRNA 0.55% $3.5M 73,292
7 ALCOA CORP AA 0.54% $3.5M 55,366
8 ANNALY CAPITAL MANAGEMENT REIT INC NLY 0.51% $3.3M 152,555
9 HOST HOTELS & RESORTS REIT INC HST 0.51% $3.3M 148,923
10 EVEREST GROUP LTD 0U96.L 0.50% $3.2M 9,070

Recent Holding Changes

Date Holding Change Details
2026-05-20 FHN Changed 102577 → 103057
2026-05-20 EPAM Changed 7913 → 7981
2026-05-20 LKQ Changed 54464 → 54792
2026-05-20 GME Changed 61435 → 61729
2026-05-20 MUR Changed 28219 → 28377

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms