KFI
ISCB icon

Key Financial Inc’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Key Financial Inc’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 		$175K Buy
2,320
+512
+28% +$36.4K 0.03% 323
2026
Q1 		$118K Buy
1,808
+303
+20% +$20.5K 0.02% 378
2025
Q4 		$97.8K Buy
1,505
+350
+30% +$22.5K 0.02% 400
2025
Q3 		$73.6K Buy
1,155
+383
+50% +$23.5K 0.01% 444
2025
Q2 		$45K Buy
772
+55
+8% +$3K 0.01% 518
2025
Q1 		$38.8K Buy
717
+165
+30% +$9.63K 0.01% 522
2024
Q4 		$32.4K Sell
552
-65
-11% -$3.93K 0.01% 557
2024
Q3 		$36.2K Buy
617
+265
+75% +$14.9K 0.01% 536
2024
Q2 		$19K Buy
352
+87
+33% +$4.69K ﹤0.01% 645
2024
Q1 		$14.9K Hold
265
– – ﹤0.01% 663
2023
Q4 		$14.2K Buy
+265
New +$12.7K ﹤0.01% 657

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 $104B AUM 28.3% 1-Year Est. Return

Key Financial Inc's ISCB Position: Q2 2026 in Review

Key Financial Inc increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 28% in Q2 2026, buying an estimated $36.4K and bringing the position to 2,320 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #323.

Key Financial Inc first reported a position in ISCB in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Key Financial Inc held 2,320 shares of iShares Morningstar Small-Cap ETF worth $175K as of Q2 2026.
  • Key Financial Inc bought 512 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $36.4K.
  • iShares Morningstar Small-Cap ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #323 holding.
  • Key Financial Inc first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.