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iShares Morningstar Small-Cap Value ETF(ISCV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ISCV
11/13/2026: ISCV (3-star) is currently NOT-A-BUY. Pass it for now.
The iShares Morningstar Small-Cap Value ETF (ISCV) provides targeted exposure to US small-cap companies with value-oriented characteristics using a passive index-tracking strategy. Its primary strengths include a very competitive expense ratio and the institutional backing of BlackRock. Investors typically utilize this fund to gain long-term exposure to the small-cap value factor within a diversified portfolio. Key risks include the inherent volatility of small-cap stocks, sensitivity to interest rates, and potential underperformance during growth-led market rallies. It is best suited for long-term, risk-tolerant investors looking to enhance portfolio diversification.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund focuses on value stocks, which typically have lower growth prospects than the broader market. |
| Momentum investor | Mixed fit | Momentum investors may find limited appeal here as the fund holds value stocks that may not currently lead the market. |
| Value investor | Strong fit | The fund is explicitly designed to capture the value premium within the small-cap market segment. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation through valuation factors rather than income. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally considered unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking to diversify their portfolio with a dedicated small-cap value sleeve.
Suitability
Best suited for long-term investors using a strategic asset allocation approach rather than active tactical traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience greater price swings than large-cap stocks. |
| Market risk | Medium / high | The fund is subject to general economic downturns that disproportionately impact smaller businesses. |
| Concentration | Medium | While diversified across sectors, the fund is concentrated in the small-cap value segment. |
| Tracking/expense | Low | The low expense ratio and index-tracking strategy minimize structural drag on returns. |
| Liquidity | Medium | Small-cap stocks can occasionally experience wider spreads during periods of extreme market stress. |
| Business/sector quality | Medium / high | Value stocks often include companies with weaker balance sheets or challenging business cycles. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
ISCV is subject to high volatility typical of small-cap equities, often exceeding that of the S&P 500.
Market Risk
The fund is vulnerable to systematic market risks and specific headwinds facing the small-cap segment, such as limited access to capital markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Small-Cap Equities | 99 | The fund focuses on smaller US companies that are categorized as value stocks rather than growth stocks. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Small residual cash positions are held for operational liquidity and daily fund management. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.54% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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