IAG Wealth Partners’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

IAG Wealth Partners’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	$7.02K	Hold	93	–	–	﹤0.01%	399
2026 Q1	$6.05K	Sell	93 -22	-19%	-$1.49K	﹤0.01%	413
2025 Q4	$7.48K	Hold	115	–	–	﹤0.01%	384
2025 Q3	$7.29K	Hold	115	–	–	﹤0.01%	405
2025 Q2	$6.7K	Buy	+115	New	+$6.28K	﹤0.01%	379
2024 Q4	–	Sell	-47	Closed	-$2.76K	–	523
2024 Q3	$2.76K	Hold	47	–	–	﹤0.01%	435
2024 Q2	$2.53K	Hold	47	–	–	﹤0.01%	439
2024 Q1	$2.64K	Buy	+47	New	+$2.5K	﹤0.01%	397

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

IAG Wealth Partners's ISCB Position: Q2 2026 in Review

IAG Wealth Partners held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 93 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

IAG Wealth Partners first reported a position in ISCB in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.48K in Q4 2025. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

IAG Wealth Partners held 93 shares of iShares Morningstar Small-Cap ETF worth $7.02K as of Q2 2026.
IAG Wealth Partners left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #399 holding.
IAG Wealth Partners first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
IAG Wealth Partners's iShares Morningstar Small-Cap ETF position peaked at $7.48K in Q4 2025.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.