MML Investors Services
ISCB icon

MML Investors Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

MML Investors Services’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
2025
Q2 		– Sell
-9,381
Closed -$508K – 2843
2025
Q1 		$508K Sell
9,381
-24
-0.3% -$1.4K ﹤0.01% 1980
2024
Q4 		$552K Sell
9,405
-57
-0.6% -$3.45K ﹤0.01% 1862
2024
Q3 		$555K Buy
9,462
+1,952
+26% +$110K ﹤0.01% 1793
2024
Q2 		$405K Buy
7,510
+42
+0.6% +$2.26K ﹤0.01% 1905
2024
Q1 		$420K Sell
7,468
-164
-2% -$8.73K ﹤0.01% 1897
2023
Q4 		$409K Buy
7,632
+4
+0.1% +$191 ﹤0.01% 1867
2023
Q3 		$359K Buy
7,628
+2,810
+58% +$140K ﹤0.01% 1823
2023
Q2 		$240K Buy
+4,818
New +$227K ﹤0.01% 2063
2019
Q3 		– Sell
-10,112
Closed -$441K – 1539
2019
Q2 		$441K Buy
10,112
+128
+1% +$5.49K 0.01% 1088
2019
Q1 		$423K Sell
9,984
-664
-6% -$27.5K 0.01% 1092
2018
Q4 		$394K Sell
10,648
-6,076
-36% -$248K 0.01% 1024
2018
Q3 		$754K Buy
+16,724
New +$765K 0.01% 796
2016
Q4 		– Sell
-15,744
Closed -$570K – 54
2016
Q3 		$570K Sell
15,744
-46,016
-75% -$1.65M 0.66% 27
2016
Q2 		$2.08M Buy
61,760
+7,980
+15% +$268K 1.87% 13
2016
Q1 		$1.79M Buy
+53,780
New +$1.66M 1.64% 17

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

MML Investors Services's ISCB Position: Q2 2025 in Review

MML Investors Services sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2025, closing a stake of 9,381 shares — an estimated $508K sold.

MML Investors Services first reported a position in ISCB in Q1 2016 and held it in 15 quarters. The position peaked at $2.08M in Q2 2016. 82 funds tracked by Wall St. Rank hold ISCB as of Q2 2025.

  • MML Investors Services reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 9,381 iShares Morningstar Small-Cap ETF shares in Q2 2025, an estimated $508K.
  • MML Investors Services first reported a position in iShares Morningstar Small-Cap ETF in Q1 2016 and held it in 15 quarters.
  • MML Investors Services's iShares Morningstar Small-Cap ETF position peaked at $2.08M in Q2 2016.
  • 82 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.