EH
ISCB icon

Equitable Holdings’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Equitable Holdings’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 		$290K Sell
3,840
-15
-0.4% -$1.07K ﹤0.01% 1567
2026
Q1 		$251K Buy
3,855
+5
+0.1% +$338 ﹤0.01% 1527
2025
Q4 		$250K Buy
3,850
+56
+1% +$3.6K ﹤0.01% 1406
2025
Q3 		$241K Buy
3,794
+6
+0.2% +$368 ﹤0.01% 1368
2025
Q2 		$221K Buy
3,788
+6
+0.2% +$328 ﹤0.01% 1331
2025
Q1 		$205K Buy
+3,782
New +$221K ﹤0.01% 1245

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Equitable Holdings's ISCB Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.39% in Q2 2026, selling an estimated $1.07K and leaving 3,840 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Equitable Holdings first reported a position in ISCB in Q1 2025 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Equitable Holdings held 3,840 shares of iShares Morningstar Small-Cap ETF worth $290K as of Q2 2026.
  • Equitable Holdings sold 15 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.07K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1567 holding.
  • Equitable Holdings first reported a position in iShares Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.