Janney Montgomery Scott
ISCB icon

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
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
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