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

Flagstar 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 		$328K Buy
4,348
+7
+0.2% +$498 0.1% 156
2026
Q1 		$283K Sell
4,341
-1,370
-24% -$92.6K 0.1% 149
2025
Q4 		$371K Buy
5,711
+54
+1% +$3.48K 0.12% 132
2025
Q3 		$359K Buy
5,657
+1
+0% +$61 0.11% 143
2025
Q2 		$330K Sell
5,656
-849
-13% -$46.4K 0.09% 160
2025
Q1 		$352K Sell
6,505
-124
-2% -$7.24K 0.09% 160
2024
Q4 		$389K Buy
6,629
+27
+0.4% +$1.63K 0.1% 154
2024
Q3 		$387K Buy
6,602
+25
+0.4% +$1.41K 0.1% 155
2024
Q2 		$354K Sell
6,577
-1
-0% -$54 0.1% 150
2024
Q1 		$370K Sell
6,578
-631
-9% -$33.6K 0.1% 145
2023
Q4 		$386K Buy
7,209
+724
+11% +$34.6K 0.12% 133
2023
Q3 		$307K Sell
6,485
-1,283
-17% -$64K 0.12% 133
2023
Q2 		$386K Sell
7,768
-61
-0.8% -$2.87K 0.15% 118
2023
Q1 		$371K Sell
7,829
-1,067
-12% -$51.8K 0.13% 120
2022
Q4 		$406K Buy
8,896
+45
+0.5% +$2.08K 0.14% 120
2022
Q3 		$378K Sell
8,851
-220
-2% -$10.4K 0.14% 118
2022
Q2 		$401K Sell
9,071
-1,049
-10% -$50.8K 0.15% 112
2022
Q1 		$541K Sell
10,120
-175
-2% -$9.29K 0.17% 99
2021
Q4 		$589K Sell
10,295
-136
-1% -$7.87K 0.18% 91
2021
Q3 		$585K Buy
+10,431
New +$593K 0.19% 85

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

Flagstar Advisors's ISCB Position: Q2 2026 in Review

Flagstar Advisors increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.16% in Q2 2026, buying an estimated $498 and bringing the position to 4,348 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #156.

Flagstar Advisors first reported a position in ISCB in Q3 2021 and has held it in 20 quarters since. The position peaked at $589K in Q4 2021. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Flagstar Advisors held 4,348 shares of iShares Morningstar Small-Cap ETF worth $328K as of Q2 2026.
  • Flagstar Advisors bought 7 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $498.
  • iShares Morningstar Small-Cap ETF made up 0.1% of Flagstar Advisors's portfolio in Q2 2026, its #156 holding.
  • Flagstar Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Morningstar Small-Cap ETF position peaked at $589K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.