Fidelity Investments
ISCB icon

Fidelity Investments’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Fidelity Investments’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 		$587K Buy
7,776
+48
+0.6% +$3.41K ﹤0.01% 3222
2026
Q1 		$503K Buy
7,728
+121
+2% +$8.18K ﹤0.01% 3126
2025
Q4 		$495K Buy
7,607
+192
+3% +$12.4K ﹤0.01% 3087
2025
Q3 		$470K Buy
7,415
+140
+2% +$8.59K ﹤0.01% 3051
2025
Q2 		$424K Buy
7,275
+18
+0.2% +$984 ﹤0.01% 3021
2025
Q1 		$393K Buy
7,257
+282
+4% +$16.5K ﹤0.01% 2984
2024
Q4 		$409K Buy
6,975
+326
+5% +$19.7K ﹤0.01% 3001
2024
Q3 		$390K Buy
6,649
+807
+14% +$45.5K ﹤0.01% 2956
2024
Q2 		$315K Buy
5,842
+511
+10% +$27.5K ﹤0.01% 2883
2024
Q1 		$300K Buy
5,331
+895
+20% +$47.7K ﹤0.01% 2883
2023
Q4 		$238K Buy
4,436
+3,120
+237% +$149K ﹤0.01% 2911
2023
Q3 		$61.9K Sell
1,316
-340
-21% -$16.9K ﹤0.01% 3281
2023
Q2 		$82.3K Buy
1,656
+329
+25% +$15.5K ﹤0.01% 3236
2023
Q1 		$62.9K Buy
1,327
+1
+0.1% +$49 ﹤0.01% 3355
2022
Q4 		$60.5K Buy
1,326
+27
+2% +$1.25K ﹤0.01% 3378
2022
Q3 		$55K Sell
1,299
-1
-0.1% -$47 ﹤0.01% 3449
2022
Q2 		$58K Sell
1,300
-16
-1% -$774 ﹤0.01% 3512
2022
Q1 		$70K Buy
1,316
+192
+17% +$10.2K ﹤0.01% 3559
2021
Q4 		$64K Hold
1,124
– – ﹤0.01% 3177
2021
Q3 		$63K Hold
1,124
– – ﹤0.01% 3162
2021
Q2 		$66K Buy
1,124
+72
+7% +$4.18K ﹤0.01% 3106
2021
Q1 		$59K Hold
1,052
– – ﹤0.01% 3013
2020
Q4 		$52K Sell
1,052
-296
-22% -$13.3K ﹤0.01% 2995
2020
Q3 		$53K Sell
1,348
-4
-0.3% -$158 ﹤0.01% 2873
2020
Q2 		$51K Buy
1,352
+76
+6% +$2.7K ﹤0.01% 2807
2020
Q1 		$40K Sell
1,276
-560
-31% -$23.5K ﹤0.01% 2815
2019
Q4 		$87K Hold
1,836
– – ﹤0.01% 2785
2019
Q3 		$80K Hold
1,836
– – ﹤0.01% 2787
2019
Q2 		$80K Buy
1,836
+32
+2% +$1.37K ﹤0.01% 2779
2019
Q1 		$76K Buy
1,804
+696
+63% +$28.9K ﹤0.01% 2714
2018
Q4 		$41K Hold
1,108
– – ﹤0.01% 2759
2018
Q3 		$50K Buy
+1,108
New +$50.7K ﹤0.01% 2831

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

Fidelity Investments's ISCB Position: Q2 2026 in Review

Fidelity Investments increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.62% in Q2 2026, buying an estimated $3.41K and bringing the position to 7,776 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Fidelity Investments first reported a position in ISCB in Q3 2018 and has held it in 32 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Fidelity Investments held 7,776 shares of iShares Morningstar Small-Cap ETF worth $587K as of Q2 2026.
  • Fidelity Investments bought 48 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.41K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3222 holding.
  • Fidelity Investments first reported a position in iShares Morningstar Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.