Highlander Capital Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Highlander Capital Management’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
2024 Q1	$34.2K	Hold	608	–	–	0.01%	454
2023 Q4	$32.6K	Hold	608	–	–	0.01%	459
2023 Q3	$29K	Hold	608	–	–	0.01%	454
2023 Q2	$30K	Hold	608	–	–	0.01%	380
2023 Q1	$29K	Hold	608	–	–	0.01%	372
2022 Q4	$28K	Hold	608	–	–	0.01%	354
2022 Q3	$26K	Hold	608	–	–	0.01%	345
2022 Q2	$27K	Hold	608	–	–	0.01%	354
2022 Q1	$33K	Hold	608	–	–	0.02%	341
2021 Q4	$35K	Hold	608	–	–	0.02%	333
2021 Q3	$34K	Hold	608	–	–	0.02%	329
2021 Q2	$36K	Hold	608	–	–	0.02%	334
2021 Q1	$34K	Hold	608	–	–	0.02%	338
2020 Q4	$30K	Hold	608	–	–	0.02%	357
2020 Q3	$24K	Hold	608	–	–	0.01%	383
2020 Q2	$23K	Hold	608	–	–	0.01%	377
2020 Q1	$19K	Hold	608	–	–	0.01%	414
2019 Q4	$29K	Hold	608	–	–	0.02%	372
2019 Q3	$27K	Hold	608	–	–	0.02%	384
2019 Q2	$27K	Hold	608	–	–	0.02%	408
2019 Q1	$26K	Hold	608	–	–	0.02%	413
2018 Q4	$23K	Hold	608	–	–	0.02%	424
2018 Q3	$27K	Hold	608	–	–	0.02%	444
2018 Q2	$27K	Hold	608	–	–	0.02%	448
2018 Q1	$26K	Hold	608	–	–	0.02%	444
2017 Q4	$26K	Hold	608	–	–	0.02%	447
2017 Q3	$25K	Hold	608	–	–	0.02%	465
2017 Q2	$25K	Hold	608	–	–	0.02%	467
2017 Q1	$24K	Buy	+608	New	+$24.1K	0.02%	478

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MWM

Mittelman Wealth Management Andover, Massachusetts $160M AUM 13.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Highlander Capital Management's ISCB Position: Q1 2024 in Review

Highlander Capital Management held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q1 2024 at 608 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #454.

Highlander Capital Management first reported a position in ISCB in Q1 2017 and has held it in 29 quarters since. The position peaked at $36K in Q2 2021. 84 funds tracked by Wall St. Rank hold ISCB as of Q1 2024.

Highlander Capital Management held 608 shares of iShares Morningstar Small-Cap ETF worth $34.2K as of Q1 2024.
Highlander Capital Management left its iShares Morningstar Small-Cap ETF share count unchanged in Q1 2024.
iShares Morningstar Small-Cap ETF made up 0.01% of Highlander Capital Management's portfolio in Q1 2024, its #454 holding.
Highlander Capital Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2017 and has held it in 29 quarters since.
Highlander Capital Management's iShares Morningstar Small-Cap ETF position peaked at $36K in Q2 2021.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.