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John A. Wolfe & Associates’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

John A. Wolfe & Associates’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 		$169K Hold
2,240
– – 0.23% 34
2026
Q1 		$146K Buy
+2,240
New +$151K 0.22% 35

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

John A. Wolfe & Associates's ISCB Position: Q2 2026 in Review

John A. Wolfe & Associates held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 2,240 shares worth $169K. The position accounts for 0.23% of the portfolio, ranked #34.

John A. Wolfe & Associates first reported a position in ISCB in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • John A. Wolfe & Associates held 2,240 shares of iShares Morningstar Small-Cap ETF worth $169K as of Q2 2026.
  • John A. Wolfe & Associates left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Morningstar Small-Cap ETF made up 0.23% of John A. Wolfe & Associates's portfolio in Q2 2026, its #34 holding.
  • John A. Wolfe & Associates first reported a position in iShares Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.