Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Cetera Investment Advisers’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
Q2 		$20.5M Buy
271,969
+1,717
+0.6% +$122K 0.02% 747
2026
Q1 		$17.6M Buy
270,252
+210
+0.1% +$14.2K 0.02% 745
2025
Q4 		$17.6M Buy
270,042
+4,598
+2% +$296K 0.02% 728
2025
Q3 		$16.8M Buy
265,444
+68,405
+35% +$4.2M 0.02% 713
2025
Q2 		$11.5M Buy
197,039
+188,000
+2,080% +$10.3M 0.02% 756
2025
Q1 		$490K Buy
9,039
+499
+6% +$29.1K ﹤0.01% 2854
2024
Q4 		$501K Sell
8,540
-14
-0.2% -$847 ﹤0.01% 2682
2024
Q3 		$502K Buy
8,554
+1
+0% +$56 ﹤0.01% 2648
2024
Q2 		$461K Hold
8,553
– – ﹤0.01% 2659
2024
Q1 		$481K Buy
+8,553
New +$455K ﹤0.01% 2637

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers's ISCB Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.64% in Q2 2026, buying an estimated $122K and bringing the position to 271,969 shares worth $20.5M. The position accounts for 0.02% of the portfolio, ranked #747.

Cetera Investment Advisers first reported a position in ISCB in Q1 2024 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Cetera Investment Advisers held 271,969 shares of iShares Morningstar Small-Cap ETF worth $20.5M as of Q2 2026.
  • Cetera Investment Advisers bought 1,717 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $122K.
  • iShares Morningstar Small-Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #747 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.