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

Farther Finance 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	$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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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.