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

Goldstein 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 Q1	$2.41M	Sell	36,963 -1,195	-3%	-$80.7K	0.27%	41
2025 Q4	$2.48M	Sell	38,158 -1,243	-3%	-$80K	0.28%	39
2025 Q3	$2.5M	Sell	39,401 -2,438	-6%	-$150K	0.3%	37
2025 Q2	$2.44M	Buy	41,839 +82	+0.2%	+$4.48K	0.33%	34
2025 Q1	$2.26M	Sell	41,757 -496	-1%	-$29K	0.33%	34
2024 Q4	$2.48M	Buy	42,253 +574	+1%	+$34.7K	0.36%	33
2024 Q3	$2.45M	Buy	41,679 +295	+0.7%	+$16.6K	0.37%	31
2024 Q2	$2.23M	Buy	41,384 +1,583	+4%	+$85.3K	0.37%	32
2024 Q1	$2.24M	Sell	39,801 -315	-0.8%	-$16.8K	0.38%	32
2023 Q4	$2.15M	Sell	40,116 -1,094	-3%	-$52.3K	0.36%	55
2023 Q3	$1.94M	Sell	41,210 -249	-0.6%	-$12.4K	0.41%	33
2023 Q2	$2.06M	Buy	41,459 +925	+2%	+$43.6K	0.43%	34
2023 Q1	$1.92M	Sell	40,534 -225	-0.6%	-$10.9K	0.42%	35
2022 Q4	$1.86M	Buy	+40,759	New	+$1.88M	0.45%	34

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

GIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Goldstein Advisors's ISCB Position: Q1 2026 in Review

Goldstein Advisors reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 3.1% in Q1 2026, selling an estimated $80.7K and leaving 36,963 shares worth $2.41M. The position accounts for 0.27% of the portfolio, ranked #41.

Goldstein Advisors first reported a position in ISCB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.5M in Q3 2025. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

Goldstein Advisors held 36,963 shares of iShares Morningstar Small-Cap ETF worth $2.41M as of Q1 2026.
Goldstein Advisors sold 1,195 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $80.7K.
iShares Morningstar Small-Cap ETF made up 0.27% of Goldstein Advisors's portfolio in Q1 2026, its #41 holding.
Goldstein Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Goldstein Advisors's iShares Morningstar Small-Cap ETF position peaked at $2.5M in Q3 2025.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.