Archer Investment Corporation’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Archer Investment Corporation’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	–	Sell	-92	Closed	-$5.98K	–	1252
2025 Q4	$5.98K	Sell	92 -116	-56%	-$7.46K	﹤0.01%	828
2025 Q3	$13.2K	Hold	208	–	–	﹤0.01%	683
2025 Q2	$12.1K	Hold	208	–	–	﹤0.01%	681
2025 Q1	$11.3K	Hold	208	–	–	﹤0.01%	672
2024 Q4	$12.2K	Hold	208	–	–	﹤0.01%	662
2024 Q3	$12.2K	Hold	208	–	–	﹤0.01%	651
2024 Q2	$11.2K	Hold	208	–	–	﹤0.01%	640
2024 Q1	$11.7K	Hold	208	–	–	﹤0.01%	628
2023 Q4	$11.2K	Hold	208	–	–	﹤0.01%	632
2023 Q3	$9.79K	Hold	208	–	–	﹤0.01%	633
2023 Q2	$10.3K	Hold	208	–	–	﹤0.01%	613
2023 Q1	$9.86K	Hold	208	–	–	﹤0.01%	564
2022 Q4	$9.48K	Hold	208	–	–	﹤0.01%	543
2022 Q3	$8.88K	Hold	208	–	–	﹤0.01%	537
2022 Q2	$9.2K	Hold	208	–	–	﹤0.01%	540
2022 Q1	$10.7K	Hold	208	–	–	﹤0.01%	536
2021 Q4	$11.9K	Hold	208	–	–	﹤0.01%	531
2021 Q3	$11.7K	Buy	+208	New	+$11.8K	﹤0.01%	511
2021 Q2	–	Sell	-208	Closed	-$11.7K	–	618
2021 Q1	$11.7K	Hold	208	–	–	﹤0.01%	522
2020 Q4	$10.3K	Hold	208	–	–	﹤0.01%	495
2020 Q3	$8.15K	Hold	208	–	–	﹤0.01%	464
2020 Q2	$7.87K	Hold	208	–	–	﹤0.01%	458
2020 Q1	$7K	Hold	208	–	–	﹤0.01%	452
2019 Q4	$10K	Buy	+208	New	+$9.46K	0.01%	451

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Archer Investment Corporation's ISCB Position: Q1 2026 in Review

Archer Investment Corporation sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2026, closing a stake of 92 shares — an estimated $5.98K sold.

Archer Investment Corporation first reported a position in ISCB in Q4 2019 and held it in 24 quarters. The position peaked at $13.2K in Q3 2025. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

Archer Investment Corporation reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Archer Investment Corporation sold 92 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $5.98K.
Archer Investment Corporation first reported a position in iShares Morningstar Small-Cap ETF in Q4 2019 and held it in 24 quarters.
Archer Investment Corporation's iShares Morningstar Small-Cap ETF position peaked at $13.2K in Q3 2025.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.