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

EverSource 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
2026
Q1 		$74.7K Buy
1,148
+574
+100% +$38.8K ﹤0.01% 1609
2025
Q4 		$37.3K Hold
574
– – ﹤0.01% 1955
2025
Q3 		$36.4K Hold
574
– – ﹤0.01% 1934
2025
Q2 		$33.5K Hold
574
– – ﹤0.01% 1904
2025
Q1 		$31.1K Hold
574
– – ﹤0.01% 1461
2024
Q4 		$33.7K Hold
574
– – ﹤0.01% 1366
2024
Q3 		$33.7K Hold
574
– – ﹤0.01% 1239
2024
Q2 		$33.5K Hold
574
– – ﹤0.01% 1279
2024
Q1 		$30.1K Hold
574
– – ﹤0.01% 1185
2023
Q4 		$30.8K Hold
574
– – ﹤0.01% 1082
2023
Q3 		$27K Hold
574
– – ﹤0.01% 1022
2023
Q2 		$28.5K Hold
574
– – ﹤0.01% 1021
2023
Q1 		$27.2K Buy
+574
New +$27.9K ﹤0.01% 978

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