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Continuum Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Continuum Wealth 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
2025
Q1 		– Sell
-4,116
Closed -$241K – 57
2024
Q4 		$241K Hold
4,116
– – 0.12% 51
2024
Q3 		$242K Hold
4,116
– – 0.13% 51
2024
Q2 		$222K Hold
4,116
– – 0.12% 55
2024
Q1 		$231K Hold
4,116
– – 0.13% 57
2023
Q4 		$221K Buy
+4,116
New +$197K 0.14% 47
2023
Q3 		– Sell
-4,116
Closed -$205K – 48
2023
Q2 		$205K Buy
+4,116
New +$194K 0.14% 48

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Continuum Wealth Advisors's ISCB Position: Q1 2025 in Review

Continuum Wealth Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2025, closing a stake of 4,116 shares — an estimated $241K sold.

Continuum Wealth Advisors first reported a position in ISCB in Q2 2023 and held it in 6 quarters. The position peaked at $242K in Q3 2024. 80 funds tracked by Wall St. Rank hold ISCB as of Q1 2025.

  • Continuum Wealth Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Continuum Wealth Advisors sold 4,116 iShares Morningstar Small-Cap ETF shares in Q1 2025, an estimated $241K.
  • Continuum Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q2 2023 and held it in 6 quarters.
  • Continuum Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $242K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2025.

Based on Continuum Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.