Janney Montgomery Scott’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Janney Montgomery Scott’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	$233K	Hold	3,088	–	–	﹤0.01%	2901
2026 Q1	$201K	Sell	3,088 -340	-10%	-$23K	﹤0.01%	2631
2025 Q4	$223K	Hold	3,428	–	–	﹤0.01%	2749
2025 Q3	$217K	Buy	+3,428	New	+$210K	﹤0.01%	2691
2025 Q1	–	Sell	-3,428	Closed	-$201K	–	2765
2024 Q4	$201K	Hold	3,428	–	–	﹤0.01%	2548
2024 Q3	$201K	Sell	3,428 -443	-11%	-$25K	﹤0.01%	2510
2024 Q2	$209K	Sell	3,871 -138	-3%	-$7.44K	﹤0.01%	2426
2024 Q1	$225K	Buy	4,009 +1	+0%	+$53	﹤0.01%	2507
2023 Q4	$215K	Buy	+4,008	New	+$192K	﹤0.01%	2423
2023 Q3	–	Sell	-4,649	Closed	-$231K	–	2673
2023 Q2	$231K	Sell	4,649 -12	-0.3%	-$565	﹤0.01%	2381
2023 Q1	$221K	Sell	4,661 -84	-2%	-$4.08K	﹤0.01%	2230
2022 Q4	$216K	Buy	+4,745	New	+$219K	﹤0.01%	2330
2022 Q2	–	Sell	-4,379	Closed	-$234K	–	2382
2022 Q1	$234K	Buy	+4,379	New	+$232K	﹤0.01%	2005

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

Janney Montgomery Scott's ISCB Position: Q2 2026 in Review

Janney Montgomery Scott held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 3,088 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

Janney Montgomery Scott first reported a position in ISCB in Q1 2022 and has held it in 13 quarters since. The position peaked at $234K in Q1 2022. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Janney Montgomery Scott held 3,088 shares of iShares Morningstar Small-Cap ETF worth $233K as of Q2 2026.
Janney Montgomery Scott left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2901 holding.
Janney Montgomery Scott first reported a position in iShares Morningstar Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Janney Montgomery Scott's iShares Morningstar Small-Cap ETF position peaked at $234K in Q1 2022.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.