Guardian Wealth Advisors (North Carolina)’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$262K	Buy	4,031 +10	+0.2%	+$676	0.02%	304
2025 Q4	$261K	Buy	4,021 +16	+0.4%	+$1.03K	0.02%	313
2025 Q3	$254K	Buy	4,005 +12	+0.3%	+$736	0.02%	309
2025 Q2	$233K	Buy	3,993 +11	+0.3%	+$601	0.02%	305
2025 Q1	$216K	Buy	3,982 +10	+0.3%	+$584	0.02%	296
2024 Q4	$233K	Buy	3,972 +13	+0.3%	+$786	0.02%	290
2024 Q3	$232K	Sell	3,959 -2,741	-41%	-$155K	0.02%	246
2024 Q2	$361K	Hold	6,700	–	–	0.04%	184
2024 Q1	$377K	Buy	+6,700	New	+$357K	0.05%	188

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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

Guardian Wealth Advisors (North Carolina)'s ISCB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.25% in Q1 2026, buying an estimated $676 and bringing the position to 4,031 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #304.

Guardian Wealth Advisors (North Carolina) first reported a position in ISCB in Q1 2024 and has held it in 9 quarters since. The position peaked at $377K in Q1 2024. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 4,031 shares of iShares Morningstar Small-Cap ETF worth $262K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 10 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $676.
iShares Morningstar Small-Cap ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #304 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Morningstar Small-Cap ETF position peaked at $377K in Q1 2024.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.