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Fountainhead AM’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Fountainhead AM’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 		– Sell
-2,302
Closed -$210K – 221
2025
Q4 		$210K Buy
+2,302
New +$148K 0.31% 59

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fountainhead AM's ISCB Position: Q1 2026 in Review

Fountainhead AM sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2026, closing a stake of 2,302 shares — an estimated $210K sold.

Fountainhead AM first reported a position in ISCB in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Fountainhead AM reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Fountainhead AM sold 2,302 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $210K.
  • Fountainhead AM first reported a position in iShares Morningstar Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Fountainhead AM's iShares Morningstar Small-Cap ETF position peaked at $210K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.