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KFA Private Wealth Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

KFA Private Wealth Group’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 		– Sell
-10,780
Closed -$702K – 159
2026
Q1 		$702K Buy
10,780
+101
+0.9% +$6.82K 0.17% 64
2025
Q4 		$694K Hold
10,679
– – 0.17% 64
2025
Q3 		$677K Hold
10,679
– – 0.19% 56
2025
Q2 		$622K Sell
10,679
-169
-2% -$9.23K 0.19% 62
2025
Q1 		$588K Buy
+10,848
New +$633K 0.21% 57

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

KFA Private Wealth Group's ISCB Position: Q2 2026 in Review

KFA Private Wealth Group sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026, closing a stake of 10,780 shares — an estimated $702K sold.

KFA Private Wealth Group first reported a position in ISCB in Q1 2025 and held it in 5 quarters. The position peaked at $702K in Q1 2026. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • KFA Private Wealth Group reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 10,780 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $702K.
  • KFA Private Wealth Group first reported a position in iShares Morningstar Small-Cap ETF in Q1 2025 and held it in 5 quarters.
  • KFA Private Wealth Group's iShares Morningstar Small-Cap ETF position peaked at $702K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.