Compass Ion Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Compass Ion Advisors’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	$222K	Buy	+2,936	New	+$209K	0.02%	275

Other funds holding ISCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Compass Ion Advisors's ISCB Position: Q2 2026 in Review

Compass Ion Advisors opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026: 2,936 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Compass Ion Advisors held 2,936 shares of iShares Morningstar Small-Cap ETF worth $222K as of Q2 2026.
iShares Morningstar Small-Cap ETF was a new Compass Ion Advisors position in Q2 2026.
iShares Morningstar Small-Cap ETF made up 0.02% of Compass Ion Advisors's portfolio in Q2 2026, its #275 holding.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.