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Aptus Capital Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Aptus Capital Advisors’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Buy
4,099
+10
+0.2% +$676 ﹤0.01% 913
2025
Q4 		$266K Buy
4,089
+16
+0.4% +$1.03K ﹤0.01% 933
2025
Q3 		$258K Buy
4,073
+13
+0.3% +$797 ﹤0.01% 886
2025
Q2 		$237K Buy
4,060
+11
+0.3% +$601 ﹤0.01% 891
2025
Q1 		$219K Buy
4,049
+10
+0.2% +$584 ﹤0.01% 861
2024
Q4 		$237K Buy
4,039
+80
+2% +$4.84K ﹤0.01% 843
2024
Q3 		$232K Sell
3,959
-2,741
-41% -$155K ﹤0.01% 728
2024
Q2 		$361K Hold
6,700
– – 0.01% 572
2024
Q1 		$377K Buy
+6,700
New +$357K 0.01% 571

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return