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Global Wealth Strategies & Associates’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-500
Closed -$32.5K – 253
2026
Q1 		$32.5K Hold
500
– – 0.01% 213
2025
Q4 		$32.5K Sell
500
-101
-17% -$6.5K 0.01% 196
2025
Q3 		$38.1K Buy
601
+1
+0.2% +$61 0.01% 170
2025
Q2 		$35K Hold
600
– – 0.01% 131
2025
Q1 		$32.5K Buy
+600
New +$35K 0.01% 149

Other funds holding ISCB

PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 26.37% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Global Wealth Strategies & Associates's ISCB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026, closing a stake of 500 shares — an estimated $32.5K sold.

Global Wealth Strategies & Associates first reported a position in ISCB in Q1 2025 and held it in 5 quarters. The position peaked at $38.1K in Q3 2025. 6 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 500 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $32.5K.
  • Global Wealth Strategies & Associates first reported a position in iShares Morningstar Small-Cap ETF in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's iShares Morningstar Small-Cap ETF position peaked at $38.1K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.