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Legacy Wealth Partners (Colorado)’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$639K Sell
8,463
-163
-2% -$11.6K 0.14% 93
2026
Q1 		$561K Buy
8,626
+8
+0.1% +$541 0.14% 91
2025
Q4 		$560K Buy
+8,618
New +$555K 0.15% 90

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

Legacy Wealth Partners (Colorado)'s ISCB Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 1.9% in Q2 2026, selling an estimated $11.6K and leaving 8,463 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #93.

Legacy Wealth Partners (Colorado) first reported a position in ISCB in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 8,463 shares of iShares Morningstar Small-Cap ETF worth $639K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 163 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Morningstar Small-Cap ETF made up 0.14% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #93 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.