Larson Financial Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Larson Financial 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	$49K	Buy	649 +639	+6,390%	+$45.4K	﹤0.01%	1533
2026 Q1	$671	Hold	10	–	–	﹤0.01%	3257
2025 Q4	$669	Hold	10	–	–	﹤0.01%	3049
2025 Q3	$649	Hold	10	–	–	﹤0.01%	3035
2025 Q2	$594	Hold	10	–	–	﹤0.01%	2813
2025 Q1	$551	Hold	10	–	–	﹤0.01%	2549
2024 Q4	$595	Hold	10	–	–	﹤0.01%	2157
2024 Q3	$592	Hold	10	–	–	﹤0.01%	2090
2024 Q2	$542	Hold	10	–	–	﹤0.01%	1822
2024 Q1	$564	Buy	+10	New	+$532	﹤0.01%	1535

Other funds holding ISCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Larson Financial Group's ISCB Position: Q2 2026 in Review

Larson Financial Group increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 6,390% in Q2 2026, buying an estimated $45.4K and bringing the position to 649 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Larson Financial Group first reported a position in ISCB in Q1 2024 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Larson Financial Group held 649 shares of iShares Morningstar Small-Cap ETF worth $49K as of Q2 2026.
Larson Financial Group bought 639 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $45.4K.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1533 holding.
Larson Financial Group first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.