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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
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 $1.66T 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

KFA Private Wealth Group's ISCB Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.95% in Q1 2026, buying an estimated $6.82K and bringing the position to 10,780 shares worth $702K. The position accounts for 0.17% of the portfolio, ranked #64.

KFA Private Wealth Group first reported a position in ISCB in Q1 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • KFA Private Wealth Group held 10,780 shares of iShares Morningstar Small-Cap ETF worth $702K as of Q1 2026.
  • KFA Private Wealth Group bought 101 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $6.82K.
  • iShares Morningstar Small-Cap ETF made up 0.17% of KFA Private Wealth Group's portfolio in Q1 2026, its #64 holding.
  • KFA Private Wealth Group first reported a position in iShares Morningstar Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.