Creative Planning’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Creative Planning’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	$296K	Hold	3,923	–	–	﹤0.01%	3572
2026 Q1	$255K	Hold	3,923	–	–	﹤0.01%	3548
2025 Q4	$255K	Hold	3,923	–	–	﹤0.01%	3362
2025 Q3	$249K	Hold	3,923	–	–	﹤0.01%	3296
2025 Q2	$229K	Buy	3,923 +61	+2%	+$3.33K	﹤0.01%	3120
2025 Q1	$209K	Buy	3,862 +140	+4%	+$8.17K	﹤0.01%	3028
2024 Q4	$218K	Hold	3,722	–	–	﹤0.01%	2907
2024 Q3	$218K	Hold	3,722	–	–	﹤0.01%	2764
2024 Q2	$201K	Buy	+3,722	New	+$201K	﹤0.01%	2672
2017 Q3	–	Sell	-664	Closed	-$27K	–	2790
2017 Q2	$27K	Hold	664	–	–	﹤0.01%	2956
2017 Q1	$26K	Buy	+664	New	+$26.3K	﹤0.01%	2948
2014 Q2	–	Sell	-200	Closed	-$7K	–	3864
2014 Q1	$7K	Buy	+200	New	+$6.46K	﹤0.01%	2925

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

Creative Planning's ISCB Position: Q2 2026 in Review

Creative Planning held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 3,923 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Creative Planning first reported a position in ISCB in Q1 2014 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Creative Planning held 3,923 shares of iShares Morningstar Small-Cap ETF worth $296K as of Q2 2026.
Creative Planning left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3572 holding.
Creative Planning first reported a position in iShares Morningstar Small-Cap ETF in Q1 2014 and has held it in 12 quarters since.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.