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

HighTower 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	$1.73M	Buy	26,648 +2,094	+9%	+$141K	﹤0.01%	1810
2025 Q4	$1.6M	Buy	24,554 +416	+2%	+$26.8K	﹤0.01%	1806
2025 Q3	$1.53M	Sell	24,138 -77	-0.3%	-$4.72K	﹤0.01%	1802
2025 Q2	$1.41M	Hold	24,215	–	–	﹤0.01%	1780
2025 Q1	$1.31M	Sell	24,215 -2,920	-11%	-$170K	﹤0.01%	1786
2024 Q4	$1.59M	Buy	27,135 +92	+0.3%	+$5.56K	﹤0.01%	1654
2024 Q3	$1.58M	Buy	27,043 +21	+0.1%	+$1.18K	﹤0.01%	1647
2024 Q2	$1.46M	Hold	27,022	–	–	﹤0.01%	1624
2024 Q1	$1.52M	Buy	27,022 +140	+0.5%	+$7.45K	﹤0.01%	1571
2023 Q4	$1.44M	Hold	26,882	–	–	﹤0.01%	1634
2023 Q3	$1.26M	Hold	26,882	–	–	﹤0.01%	1633
2023 Q2	$1.34M	Hold	26,882	–	–	﹤0.01%	1586
2023 Q1	$1.28M	Hold	26,882	–	–	﹤0.01%	1540
2022 Q4	$1.23M	Hold	26,882	–	–	﹤0.01%	1560
2022 Q3	$1.15M	Buy	26,882 +2,920	+12%	+$139K	﹤0.01%	1535
2022 Q2	$1.06M	Hold	23,962	–	–	﹤0.01%	1602
2022 Q1	$1.28M	Buy	+23,962	New	+$1.27M	﹤0.01%	1609
2017 Q4	–	Sell	-20,024	Closed	-$840K	–	2332
2017 Q3	$840K	Buy	+20,024	New	+$802K	0.01%	1187

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 $1.09B AUM 23.69% 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

HighTower Advisors's ISCB Position: Q1 2026 in Review

HighTower Advisors increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 8.5% in Q1 2026, buying an estimated $141K and bringing the position to 26,648 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

HighTower Advisors first reported a position in ISCB in Q3 2017 and has held it in 18 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

HighTower Advisors held 26,648 shares of iShares Morningstar Small-Cap ETF worth $1.73M as of Q1 2026.
HighTower Advisors bought 2,094 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $141K.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1810 holding.
HighTower Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2017 and has held it in 18 quarters since.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.