Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Cambridge Investment Research 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 		$422K Buy
6,478
+277
+4% +$18.7K ﹤0.01% 2960
2025
Q4 		$403K Sell
6,201
-1,910
-24% -$123K ﹤0.01% 2927
2025
Q3 		$514K Sell
8,111
-654
-7% -$40.1K ﹤0.01% 2653
2025
Q2 		$511K Buy
8,765
+790
+10% +$43.2K ﹤0.01% 2527
2025
Q1 		$432K Buy
7,975
+53
+0.7% +$3.09K ﹤0.01% 2568
2024
Q4 		$465K Sell
7,922
-687
-8% -$41.5K ﹤0.01% 2493
2024
Q3 		$505K Buy
8,609
+2
+0% +$113 ﹤0.01% 2413
2024
Q2 		$464K Buy
8,607
+183
+2% +$9.86K ﹤0.01% 2357
2024
Q1 		$474K Sell
8,424
-639
-7% -$34K ﹤0.01% 2320
2023
Q4 		$486K Sell
9,063
-335
-4% -$16K ﹤0.01% 2199
2023
Q3 		$442K Sell
9,398
-891
-9% -$44.4K ﹤0.01% 2188
2023
Q2 		$512K Buy
10,289
+500
+5% +$23.6K ﹤0.01% 2121
2023
Q1 		$464K Sell
9,789
-127
-1% -$6.17K ﹤0.01% 2146
2022
Q4 		$452K Buy
9,916
+217
+2% +$10K ﹤0.01% 2094
2022
Q3 		$414K Sell
9,699
-8,531
-47% -$405K ﹤0.01% 2084
2022
Q2 		$807K Sell
18,230
-143
-0.8% -$6.92K ﹤0.01% 1621
2022
Q1 		$984K Sell
18,373
-447
-2% -$23.7K ﹤0.01% 1588
2021
Q4 		$1.08M Buy
18,820
+213
+1% +$12.3K ﹤0.01% 1528
2021
Q3 		$1.04M Sell
18,607
-452
-2% -$25.7K 0.01% 1482
2021
Q2 		$1.12M Buy
19,059
+195
+1% +$11.3K 0.01% 1457
2021
Q1 		$1.06M Buy
18,864
+5,600
+42% +$305K 0.01% 1398
2020
Q4 		$654K Buy
13,264
+700
+6% +$31.5K ﹤0.01% 1587
2020
Q3 		$493K Sell
12,564
-552
-4% -$21.8K ﹤0.01% 1609
2020
Q2 		$497K Sell
13,116
-3,824
-23% -$136K ﹤0.01% 1559
2020
Q1 		$531K Hold
16,940
– – 0.01% 1329
2019
Q4 		$800K Sell
16,940
-616
-4% -$28K 0.01% 1287
2019
Q3 		$768K Buy
17,556
+56
+0.3% +$2.42K 0.01% 1234
2019
Q2 		$764K Sell
17,500
-80
-0.5% -$3.43K 0.01% 1176
2019
Q1 		$744K Buy
17,580
+16
+0.1% +$663 0.01% 1215
2018
Q4 		$649K Sell
17,564
-3,440
-16% -$141K 0.01% 1179
2018
Q3 		$946K Buy
21,004
+2,044
+11% +$93.5K 0.01% 1052
2018
Q2 		$847K Buy
18,960
+3,884
+26% +$171K 0.01% 1078
2018
Q1 		$636K Buy
15,076
+1,384
+10% +$60.2K 0.01% 1208
2017
Q4 		$596K Buy
13,692
+8,152
+147% +$345K 0.01% 1220
2017
Q3 		$231K Buy
5,540
+408
+8% +$16.3K ﹤0.01% 1728
2017
Q2 		$207K Buy
+5,132
New +$205K ﹤0.01% 1735
2015
Q3 		– Sell
-11,652
Closed -$417K – 1538
2015
Q2 		$417K Hold
11,652
– – 0.01% 904
2015
Q1 		$418K Buy
11,652
+144
+1% +$5.02K 0.01% 883
2014
Q4 		$399K Buy
11,508
+588
+5% +$19.7K 0.01% 881
2014
Q3 		$353K Buy
+10,920
New +$367K 0.01% 1002

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

Cambridge Investment Research Advisors's ISCB Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 4.5% in Q1 2026, buying an estimated $18.7K and bringing the position to 6,478 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Cambridge Investment Research Advisors first reported a position in ISCB in Q3 2014 and has held it in 40 quarters since. The position peaked at $1.12M in Q2 2021. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Cambridge Investment Research Advisors held 6,478 shares of iShares Morningstar Small-Cap ETF worth $422K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 277 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $18.7K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2960 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2014 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's iShares Morningstar Small-Cap ETF position peaked at $1.12M in Q2 2021.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.