Creative Planning
ISCB icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return