Lido Advisors
ISCB icon

Lido Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Lido Advisors’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 		$450K Buy
5,956
+19
+0.3% +$1.35K ﹤0.01% 1531
2026
Q1 		$387K Buy
5,937
+45
+0.8% +$3.04K ﹤0.01% 1439
2025
Q4 		$374K Hold
5,892
– – ﹤0.01% 1451
2025
Q3 		$374K Buy
+5,892
New +$361K ﹤0.01% 1372

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

Lido Advisors's ISCB Position: Q2 2026 in Review

Lido Advisors increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.32% in Q2 2026, buying an estimated $1.35K and bringing the position to 5,956 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Lido Advisors first reported a position in ISCB in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Lido Advisors held 5,956 shares of iShares Morningstar Small-Cap ETF worth $450K as of Q2 2026.
  • Lido Advisors bought 19 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.35K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1531 holding.
  • Lido Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.