Global Retirement Partners’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Global Retirement Partners’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
2025 Q4	$18.7K	Hold	287	–	–	﹤0.01%	2898
2025 Q3	$18.2K	Hold	287	–	–	﹤0.01%	2450
2025 Q2	$16.7K	Buy	+287	New	+$15.7K	﹤0.01%	2368
2024 Q4	$16.8K	Hold	287	–	–	﹤0.01%	2182
2024 Q3	$16.8K	Hold	287	–	–	﹤0.01%	2068
2024 Q2	$15.5K	Hold	287	–	–	﹤0.01%	2112
2024 Q1	$16.1K	Hold	287	–	–	﹤0.01%	1898
2023 Q4	$14.7K	Hold	287	–	–	﹤0.01%	1899
2023 Q3	$13.1K	Hold	287	–	–	﹤0.01%	1842
2023 Q2	$14.3K	Hold	287	–	–	﹤0.01%	1825
2023 Q1	$13.1K	Hold	287	–	–	﹤0.01%	1814
2022 Q4	$13.1K	Buy	287 +231	+413%	+$10.7K	﹤0.01%	1669
2022 Q3	$3K	Hold	56	–	–	﹤0.01%	2109
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	2212
2022 Q1	$3K	Buy	56 +42	+300%	+$2.23K	﹤0.01%	2069
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	236
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1896
2021 Q2	$1K	Sell	14 -42	-75%	-$2.44K	﹤0.01%	1804
2021 Q1	$3K	Hold	56	–	–	﹤0.01%	1586
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	1538
2020 Q3	$2K	Hold	56	–	–	﹤0.01%	1487
2020 Q2	$2K	Hold	56	–	–	﹤0.01%	1461
2020 Q1	$2K	Hold	56	–	–	﹤0.01%	1414
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	1418
2019 Q3	$2K	Hold	56	–	–	﹤0.01%	1444
2019 Q2	$2K	Sell	56 -120	-68%	-$5.15K	﹤0.01%	1440
2019 Q1	$7K	Hold	176	–	–	﹤0.01%	1151
2018 Q4	$7K	Buy	176 +56	+47%	+$2.29K	﹤0.01%	1066
2018 Q3	$5K	Hold	120	–	–	﹤0.01%	1226
2018 Q2	$5K	Hold	120	–	–	﹤0.01%	1201
2018 Q1	$5K	Hold	120	–	–	﹤0.01%	1152
2017 Q4	$5K	Hold	120	–	–	﹤0.01%	1111
2017 Q3	$5K	Hold	120	–	–	﹤0.01%	1004
2017 Q2	$5K	Hold	120	–	–	﹤0.01%	942
2017 Q1	$5K	Buy	+120	New	+$4.75K	﹤0.01%	909

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

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

Global Retirement Partners's ISCB Position: Q4 2025 in Review

Global Retirement Partners held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q4 2025 at 287 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Global Retirement Partners first reported a position in ISCB in Q1 2017 and has held it in 35 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q4 2025.

Global Retirement Partners held 287 shares of iShares Morningstar Small-Cap ETF worth $18.7K as of Q4 2025.
Global Retirement Partners left its iShares Morningstar Small-Cap ETF share count unchanged in Q4 2025.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2898 holding.
Global Retirement Partners first reported a position in iShares Morningstar Small-Cap ETF in Q1 2017 and has held it in 35 quarters since.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.