Commonwealth Equity Services
ISCB icon

Commonwealth Equity Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Commonwealth Equity 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 		$1.98M Sell
26,267
-4,084
-13% -$290K ﹤0.01% 2119
2026
Q1 		$1.98M Sell
30,351
-4,134
-12% -$279K ﹤0.01% 2024
2025
Q4 		$2.24M Sell
34,485
-1,188
-3% -$76.4K ﹤0.01% 1869
2025
Q3 		$2.26M Sell
35,673
-947
-3% -$58.1K ﹤0.01% 1902
2025
Q2 		$2.13M Sell
36,620
-1,657
-4% -$90.5K ﹤0.01% 1932
2025
Q1 		$2.07M Buy
38,277
+3,848
+11% +$225K ﹤0.01% 1885
2024
Q4 		$2.02M Buy
34,429
+2,158
+7% +$131K ﹤0.01% 1860
2024
Q3 		$1.89M Sell
32,271
-2,718
-8% -$153K ﹤0.01% 1845
2024
Q2 		$1.89M Buy
34,989
+2,113
+6% +$114K ﹤0.01% 1825
2024
Q1 		$1.85M Sell
32,876
-2,027
-6% -$108K ﹤0.01% 1836
2023
Q4 		$1.87M Buy
34,903
+10,827
+45% +$518K ﹤0.01% 1743
2023
Q3 		$1.13M Sell
24,076
-298
-1% -$14.9K ﹤0.01% 1993
2023
Q2 		$1.21M Buy
24,374
+745
+3% +$35.1K ﹤0.01% 1956
2023
Q1 		$1.12K Sell
23,629
-681
-3% -$33.1K ﹤0.01% 1965
2022
Q4 		$1.11M Sell
24,310
-3,197
-12% -$148K ﹤0.01% 1902
2022
Q3 		$1.17M Sell
27,507
-3,902
-12% -$185K ﹤0.01% 1781
2022
Q2 		$1.39M Sell
31,409
-502
-2% -$24.3K ﹤0.01% 1652
2022
Q1 		$1.71M Sell
31,911
-976
-3% -$51.8K ﹤0.01% 1605
2021
Q4 		$1.88M Buy
32,887
+187
+0.6% +$10.8K ﹤0.01% 1537
2021
Q3 		$1.83M Sell
32,700
-2,306
-7% -$131K ﹤0.01% 1483
2021
Q2 		$2.05M Sell
35,006
-4,386
-11% -$255K 0.01% 1406
2021
Q1 		$2.22M Sell
39,392
-776
-2% -$42.3K 0.01% 1248
2020
Q4 		$1.98M Sell
40,168
-8,144
-17% -$366K 0.01% 1235
2020
Q3 		$1.89M Sell
48,312
-5,376
-10% -$212K 0.01% 1127
2020
Q2 		$2.03M Buy
53,688
+2,244
+4% +$79.7K 0.01% 1023
2020
Q1 		$1.61M Sell
51,444
-3,220
-6% -$135K 0.01% 998
2019
Q4 		$2.58M Buy
54,664
+6,412
+13% +$292K 0.01% 906
2019
Q3 		$2.11M Buy
48,252
+2,080
+5% +$90K 0.01% 947
2019
Q2 		$2.02M Sell
46,172
-64
-0.1% -$2.75K 0.01% 959
2019
Q1 		$1.96M Buy
46,236
+8,560
+23% +$355K 0.01% 928
2018
Q4 		$1.39M Buy
37,676
+3,064
+9% +$125K 0.01% 1014
2018
Q3 		$1.56M Sell
34,612
-368
-1% -$16.8K 0.01% 1057
2018
Q2 		$1.56M Sell
34,980
-1,172
-3% -$51.6K 0.01% 1039
2018
Q1 		$1.52M Buy
36,152
+2,052
+6% +$89.2K 0.01% 1022
2017
Q4 		$1.49M Buy
34,100
+508
+2% +$21.5K 0.01% 1002
2017
Q3 		$1.4M Buy
33,592
+3,728
+12% +$149K 0.01% 1002
2017
Q2 		$1.21M Buy
29,864
+6,868
+30% +$274K 0.01% 1049
2017
Q1 		$917K Buy
22,996
+3,152
+16% +$125K 0.01% 1161
2016
Q4 		$775K Sell
19,844
-2,028
-9% -$75.5K 0.01% 1157
2016
Q3 		$791K Buy
21,872
+1,828
+9% +$65.5K 0.01% 1126
2016
Q2 		$676K Sell
20,044
-324
-2% -$10.9K 0.01% 1179
2016
Q1 		$678K Sell
20,368
-668
-3% -$20.6K 0.01% 1143
2015
Q4 		$676K Sell
21,036
-3,068
-13% -$102K 0.01% 1128
2015
Q3 		$762K Sell
24,104
-1,148
-5% -$39.1K 0.01% 1021
2015
Q2 		$904K Sell
25,252
-24
-0.1% -$865 0.01% 1013
2015
Q1 		$908K Buy
25,276
+3,788
+18% +$132K 0.01% 1005
2014
Q4 		$745K Sell
21,488
-296
-1% -$9.89K 0.01% 1049
2014
Q3 		$705K Sell
21,784
-796
-4% -$26.7K 0.01% 1046
2014
Q2 		$775K Sell
22,580
-2,688
-11% -$88.7K 0.01% 1011
2014
Q1 		$839K Sell
25,268
-532
-2% -$17.2K 0.01% 899
2013
Q4 		$834K Buy
25,800
+3,508
+16% +$109K 0.01% 859
2013
Q3 		$663K Sell
22,292
-1,048
-4% -$30.5K 0.01% 936
2013
Q2 		$641K Buy
+23,340
New +$637K 0.01% 910

Other funds holding ISCB

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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's ISCB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 13% in Q2 2026, selling an estimated $290K and leaving 26,267 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Commonwealth Equity Services first reported a position in ISCB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.58M in Q4 2019. 34 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Commonwealth Equity Services held 26,267 shares of iShares Morningstar Small-Cap ETF worth $1.98M as of Q2 2026.
  • Commonwealth Equity Services sold 4,084 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $290K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2119 holding.
  • Commonwealth Equity Services first reported a position in iShares Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's iShares Morningstar Small-Cap ETF position peaked at $2.58M in Q4 2019.
  • 34 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.