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 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 New York $1.66T AUM 25.57% 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cetera Investment Advisers's ISCB Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.08% in Q1 2026, buying an estimated $14.2K and bringing the position to 270,252 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #745.

Cetera Investment Advisers first reported a position in ISCB in Q1 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

Cetera Investment Advisers held 270,252 shares of iShares Morningstar Small-Cap ETF worth $17.6M as of Q1 2026.
Cetera Investment Advisers bought 210 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $14.2K.
iShares Morningstar Small-Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #745 holding.
Cetera Investment Advisers first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.