Christensen King & Associates Investment Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Christensen King & Associates Investment 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
2026 Q2	$361K	Hold	4,777	–	–	0.14%	77
2026 Q1	$311K	Buy	4,777 +2	+0%	+$135	0.13%	78
2025 Q4	$310K	Sell	4,775 -919	-16%	-$59.1K	0.13%	80
2025 Q3	$361K	Buy	5,694 +6	+0.1%	+$368	0.16%	72
2025 Q2	$331K	Buy	5,688 +5	+0.1%	+$273	0.15%	75
2025 Q1	$319K	Buy	5,683 +5	+0.1%	+$292	0.15%	77
2024 Q4	$338K	Sell	5,678 -66	-1%	-$3.99K	0.16%	70
2024 Q3	$337K	Buy	5,744 +7	+0.1%	+$395	0.16%	72
2024 Q2	$309K	Buy	5,737 +5	+0.1%	+$269	0.15%	72
2024 Q1	$322K	Buy	5,732 +4	+0.1%	+$213	0.16%	74
2023 Q4	$307K	Buy	+5,728	New	+$274K	0.16%	74

Other funds holding ISCB

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

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

RIA

Richwood Investment Advisors Cincinnati, Ohio $142M AUM 26.25% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OFG

Opulen Financial Group Arlington, Virginia $159M AUM 19.57% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Christensen King & Associates Investment Services's ISCB Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 4,777 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #77.

Christensen King & Associates Investment Services first reported a position in ISCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $361K in Q3 2025. 32 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Christensen King & Associates Investment Services held 4,777 shares of iShares Morningstar Small-Cap ETF worth $361K as of Q2 2026.
Christensen King & Associates Investment Services left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap ETF made up 0.14% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #77 holding.
Christensen King & Associates Investment Services first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares Morningstar Small-Cap ETF position peaked at $361K in Q3 2025.
32 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.