Avantax Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Avantax Advisory Services’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	$3.45M	Buy	59,119 +6,303	+12%	+$344K	0.02%	575
2025 Q1	$2.86M	Sell	52,816 -691	-1%	-$40.3K	0.02%	598
2024 Q4	$3.14M	Buy	53,507 +2,699	+5%	+$163K	0.02%	546
2024 Q3	$2.98M	Buy	50,808 +2,174	+4%	+$123K	0.02%	547
2024 Q2	$2.62M	Buy	48,634 +2,262	+5%	+$122K	0.02%	570
2024 Q1	$2.61M	Sell	46,372 -142,507	-75%	-$7.59M	0.02%	469
2023 Q4	$10.1M	Buy	188,879 +5,041	+3%	+$241K	0.1%	163
2023 Q3	$8.66M	Sell	183,838 -520	-0.3%	-$25.9K	0.1%	165
2023 Q2	$9.17M	Buy	184,358 +258	+0.1%	+$12.2K	0.1%	157
2023 Q1	$8.73M	Buy	184,100 +511	+0.3%	+$24.8K	0.11%	151
2022 Q4	$8.37M	Buy	183,589 +8,067	+5%	+$372K	0.11%	153
2022 Q3	$7.5M	Sell	175,522 -5,346	-3%	-$254K	0.12%	142
2022 Q2	$8M	Buy	180,868 +88,878	+97%	+$4.3M	0.12%	141
2022 Q1	$4.92M	Buy	91,990 +5,876	+7%	+$312K	0.07%	214
2021 Q4	$4.93M	Buy	86,114 +11,727	+16%	+$679K	0.07%	203
2021 Q3	$4.18M	Buy	74,387 +9,672	+15%	+$550K	0.07%	205
2021 Q2	$3.8M	Buy	64,715 +9,063	+16%	+$526K	0.07%	210
2021 Q1	$3.14M	Buy	55,652 +22,768	+69%	+$1.24M	0.07%	215
2020 Q4	$1.63M	Sell	32,884 -108,672	-77%	-$4.89M	0.04%	306
2020 Q3	$5.55M	Buy	141,556 +114,232	+418%	+$4.51M	0.09%	195
2020 Q2	$1.03M	Buy	27,324 +988	+4%	+$35.1K	0.03%	337
2020 Q1	$825K	Buy	26,336 +3,244	+14%	+$136K	0.02%	333
2019 Q4	$1.09M	Buy	23,092 +4,996	+28%	+$227K	0.03%	317
2019 Q3	$792K	Buy	18,096 +3,988	+28%	+$173K	0.03%	251
2019 Q2	$616K	Buy	14,108 +948	+7%	+$40.7K	0.03%	261
2019 Q1	$557K	Buy	13,160 +340	+3%	+$14.1K	0.03%	260
2018 Q4	$475K	Buy	+12,820	New	+$524K	0.08%	231

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Avantax Advisory Services's ISCB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 12% in Q2 2025, buying an estimated $344K and bringing the position to 59,119 shares worth $3.45M. The position accounts for 0.02% of the portfolio, ranked #575.

Avantax Advisory Services first reported a position in ISCB in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.1M in Q4 2023. 82 funds tracked by Wall St. Rank hold ISCB as of Q2 2025.

Avantax Advisory Services held 59,119 shares of iShares Morningstar Small-Cap ETF worth $3.45M as of Q2 2025.
Avantax Advisory Services bought 6,303 iShares Morningstar Small-Cap ETF shares in Q2 2025, an estimated $344K.
iShares Morningstar Small-Cap ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #575 holding.
Avantax Advisory Services first reported a position in iShares Morningstar Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Morningstar Small-Cap ETF position peaked at $10.1M in Q4 2023.
82 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.