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

Merit 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 		$354K Buy
4,692
+1,161
+33% +$82.5K ﹤0.01% 1716
2026
Q1 		$230K Buy
3,531
+2
+0.1% +$135 ﹤0.01% 1832
2025
Q4 		$229K Buy
3,529
+4
+0.1% +$257 ﹤0.01% 1739
2025
Q3 		$224K Buy
3,525
+3
+0.1% +$184 ﹤0.01% 1606
2025
Q2 		$205K Buy
+3,522
New +$192K ﹤0.01% 1543
2025
Q1 		– Sell
-3,517
Closed -$206K – 1423
2024
Q4 		$206K Sell
3,517
-256
-7% -$15.5K ﹤0.01% 1086
2024
Q3 		$221K Buy
3,773
+15
+0.4% +$846 0.01% 763
2024
Q2 		$202K Buy
3,758
+3
+0.1% +$162 ﹤0.01% 861
2024
Q1 		$202K Buy
3,755
+3
+0.1% +$160 ﹤0.01% 815
2023
Q4 		$201K Buy
+3,752
New +$180K 0.01% 731

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

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

Merit Financial Group increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 33% in Q2 2026, buying an estimated $82.5K and bringing the position to 4,692 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Merit Financial Group first reported a position in ISCB in Q4 2023 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Merit Financial Group held 4,692 shares of iShares Morningstar Small-Cap ETF worth $354K as of Q2 2026.
  • Merit Financial Group bought 1,161 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $82.5K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1716 holding.
  • Merit Financial Group first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.