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Atria Wealth Solutions’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-69,615
Closed -$3.77M – 1694
2025
Q1 		$3.77M Buy
69,615
+4,157
+6% +$243K 0.05% 419
2024
Q4 		$3.84M Buy
65,458
+574
+0.9% +$34.7K 0.04% 426
2024
Q3 		$3.81M Buy
64,884
+686
+1% +$38.7K 0.04% 418
2024
Q2 		$3.46M Buy
64,198
+865
+1% +$46.6K 0.04% 439
2024
Q1 		$3.56M Buy
63,333
+413
+0.7% +$22K 0.04% 440
2023
Q4 		$3.37M Sell
62,920
-392
-0.6% -$18.8K 0.04% 425
2023
Q3 		$2.98M Buy
63,312
+1,367
+2% +$68.1K 0.04% 434
2023
Q2 		$3.08M Sell
61,945
-210
-0.3% -$9.89K 0.04% 434
2023
Q1 		$2.95M Buy
62,155
+1,540
+3% +$74.8K 0.04% 411
2022
Q4 		$2.76M Sell
60,615
-191
-0.3% -$8.82K 0.04% 403
2022
Q3 		$2.6M Buy
60,806
+5,849
+11% +$278K 0.04% 390
2022
Q2 		$2.43M Sell
54,957
-6,732
-11% -$326K 0.05% 385
2022
Q1 		$3.3M Buy
+61,689
New +$3.27M 0.05% 342

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Atria Wealth Solutions's ISCB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2025, closing a stake of 69,615 shares — an estimated $3.77M sold.

Atria Wealth Solutions first reported a position in ISCB in Q1 2022 and held it in 13 quarters. The position peaked at $3.84M in Q4 2024. 82 funds tracked by Wall St. Rank hold ISCB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 69,615 iShares Morningstar Small-Cap ETF shares in Q2 2025, an estimated $3.77M.
  • Atria Wealth Solutions first reported a position in iShares Morningstar Small-Cap ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares Morningstar Small-Cap ETF position peaked at $3.84M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.