Farther Finance Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$102K Hold
1,552
﹤0.01% 2497
2025
Q4
$101K Hold
1,552
﹤0.01% 2341
2025
Q3
$98.4K Hold
1,552
﹤0.01% 2045
2025
Q2
$90.4K Hold
1,552
﹤0.01% 1810
2025
Q1
$84.4K Hold
1,552
﹤0.01% 1629
2024
Q4
$91K Hold
1,552
﹤0.01% 1343
2024
Q3
$91K Hold
1,552
﹤0.01% 1345
2024
Q2
$83K Hold
1,552
﹤0.01% 1209
2024
Q1
$86.3K Hold
1,552
0.01% 990
2023
Q4
$83.2K Hold
1,552
0.01% 850
2023
Q3
$73.1K Hold
1,552
0.01% 665
2023
Q2
$77.2K Hold
1,552
0.02% 543
2023
Q1
$73.6K Hold
1,552
0.02% 495
2022
Q4
$70.8K Buy
+1,552
New +$71.7K 0.03% 408

Other funds holding ISCB

Farther Finance Advisors's ISCB Position: Q1 2026 in Review

Farther Finance Advisors held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q1 2026 at 1,552 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Farther Finance Advisors first reported a position in ISCB in Q4 2022 and has held it in 14 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Farther Finance Advisors held 1,552 shares of iShares Morningstar Small-Cap ETF worth $102K as of Q1 2026.
  • Farther Finance Advisors left its iShares Morningstar Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #2497 holding.
  • Farther Finance Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.