Mariner
ISCB icon

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

Mariner’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 		$435K Buy
6,684
+177
+3% +$12K ﹤0.01% 2591
2025
Q4 		$423K Buy
6,507
+30
+0.5% +$1.93K ﹤0.01% 2572
2025
Q3 		$411K Buy
6,477
+252
+4% +$15.5K ﹤0.01% 2580
2025
Q2 		$363K Sell
6,225
-2,665
-30% -$146K ﹤0.01% 2572
2025
Q1 		$482K Hold
8,890
– – ﹤0.01% 2233
2024
Q4 		$522K Buy
8,890
+235
+3% +$14.2K ﹤0.01% 2161
2024
Q3 		$508K Sell
8,655
-338
-4% -$19.1K ﹤0.01% 2114
2024
Q2 		$485K Buy
8,993
+1,583
+21% +$85.3K ﹤0.01% 2076
2024
Q1 		$417K Sell
7,410
-86
-1% -$4.58K ﹤0.01% 2177
2023
Q4 		$402K Buy
7,496
+1,463
+24% +$70K ﹤0.01% 2105
2023
Q3 		$284K Buy
+6,033
New +$301K ﹤0.01% 2203
2022
Q4 		– Sell
-5,449
Closed -$233K – 2786
2022
Q3 		$233K Buy
+5,449
New +$259K ﹤0.01% 1953
2018
Q3 		– Sell
-7,712
Closed -$345K – 821
2018
Q2 		$345K Buy
7,712
+432
+6% +$19K 0.01% 613
2018
Q1 		$307K Buy
+7,280
New +$316K 0.01% 522

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 $1.09B AUM 23.69% 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

Mariner's ISCB Position: Q1 2026 in Review

Mariner increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 2.7% in Q1 2026, buying an estimated $12K and bringing the position to 6,684 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Mariner first reported a position in ISCB in Q1 2018 and has held it in 14 quarters since. The position peaked at $522K in Q4 2024. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Mariner held 6,684 shares of iShares Morningstar Small-Cap ETF worth $435K as of Q1 2026.
  • Mariner bought 177 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $12K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2591 holding.
  • Mariner first reported a position in iShares Morningstar Small-Cap ETF in Q1 2018 and has held it in 14 quarters since.
  • Mariner's iShares Morningstar Small-Cap ETF position peaked at $522K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.