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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return