Harbour Investments’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Harbour Investments’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	$28.2K	Hold	374	–	–	﹤0.01%	2735
2026 Q1	$24.3K	Buy	+374	New	+$25.3K	﹤0.01%	2759
2022 Q4	–	Sell	-225	Closed	-$10K	–	3056
2022 Q3	$10K	Hold	225	–	–	﹤0.01%	1928
2022 Q2	$10K	Buy	+225	New	+$10.9K	﹤0.01%	1928
2021 Q4	$13K	Sell	225 -1,459	-87%	-$84.4K	﹤0.01%	1823
2021 Q3	$94K	Sell	1,684 -259	-13%	-$14.7K	﹤0.01%	1411
2021 Q2	$114K	Sell	1,943 -1	-0.1%	-$58	﹤0.01%	1338
2021 Q1	$110K	Buy	+1,944	New	+$106K	﹤0.01%	1254

Other funds holding ISCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Harbour Investments's ISCB Position: Q2 2026 in Review

Harbour Investments held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 374 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Harbour Investments first reported a position in ISCB in Q1 2021 and has held it in 8 quarters since. The position peaked at $114K in Q2 2021. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Harbour Investments held 374 shares of iShares Morningstar Small-Cap ETF worth $28.2K as of Q2 2026.
Harbour Investments left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2735 holding.
Harbour Investments first reported a position in iShares Morningstar Small-Cap ETF in Q1 2021 and has held it in 8 quarters since.
Harbour Investments's iShares Morningstar Small-Cap ETF position peaked at $114K in Q2 2021.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.