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Cape Investment Advisory’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Cape Investment Advisory’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
-300
Closed -$19.5K – 690
2025
Q4 		$19.5K Buy
+300
New +$19.3K 0.01% 621
2025
Q3 		– Sell
-300
Closed -$17.5K – 1008
2025
Q2 		$17.5K Hold
300
– – 0.01% 538
2025
Q1 		$16.3K Hold
300
– – 0.01% 520
2024
Q4 		$17.6K Hold
300
– – 0.01% 494
2024
Q3 		$17.6K Hold
300
– – 0.01% 480
2024
Q2 		$16.2K Hold
300
– – 0.01% 451
2024
Q1 		$16.9K Hold
300
– – 0.01% 462
2023
Q4 		$16.1K Hold
300
– – 0.01% 575
2023
Q3 		$14.1K Hold
300
– – 0.01% 507
2023
Q2 		$14.9K Hold
300
– – 0.01% 485
2023
Q1 		$14.2K Buy
+300
New +$14.6K 0.01% 479

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