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 Q2	$43.3K	Sell	574 -574	-50%	-$40.8K	﹤0.01%	1871
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 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

EverSource Wealth Advisors's ISCB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 50% in Q2 2026, selling an estimated $40.8K and leaving 574 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

EverSource Wealth Advisors first reported a position in ISCB in Q1 2023 and has held it in 14 quarters since. The position peaked at $74.7K in Q1 2026. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

EverSource Wealth Advisors held 574 shares of iShares Morningstar Small-Cap ETF worth $43.3K as of Q2 2026.
EverSource Wealth Advisors sold 574 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.8K.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1871 holding.
EverSource Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $74.7K in Q1 2026.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.