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

Nations 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
Q1 		$1.3M Sell
19,940
-280
-1% -$18.9K 0.07% 307
2025
Q4 		$1.31M Sell
20,220
-564
-3% -$36.3K 0.07% 279
2025
Q3 		$1.32M Sell
20,784
-54
-0.3% -$3.31K 0.08% 259
2025
Q2 		$1.21M Sell
20,838
-27
-0.1% -$1.48K 0.08% 252
2025
Q1 		$1.13M Sell
20,865
-598
-3% -$34.9K 0.09% 252
2024
Q4 		$1.26M Sell
21,463
-67
-0.3% -$4.05K 0.09% 236
2024
Q3 		$1.26M Sell
21,530
-118
-0.5% -$6.65K 0.09% 238
2024
Q2 		$1.17M Buy
21,648
+16
+0.1% +$862 0.1% 233
2024
Q1 		$1.22M Sell
21,632
-137
-0.6% -$7.29K 0.1% 224
2023
Q4 		$1.17M Sell
21,769
-68
-0.3% -$3.25K 0.11% 219
2023
Q3 		$1.03M Sell
21,837
-129
-0.6% -$6.43K 0.1% 222
2023
Q2 		$1.09M Buy
21,966
+199
+0.9% +$9.37K 0.11% 223
2023
Q1 		$1.03M Sell
21,767
-159
-0.7% -$7.72K 0.11% 221
2022
Q4 		$1,000K Buy
21,926
+7
+0% +$323 0.11% 223
2022
Q3 		$936K Sell
21,919
-193
-0.9% -$9.17K 0.14% 185
2022
Q2 		$978K Sell
22,112
-105
-0.5% -$5.08K 0.13% 196
2022
Q1 		$1.19M Buy
22,217
+151
+0.7% +$8.01K 0.14% 176
2021
Q4 		$1.26M Buy
22,066
+64
+0.3% +$3.7K 0.17% 146
2021
Q3 		$1.23M Buy
22,002
+47
+0.2% +$2.67K 0.19% 137
2021
Q2 		$1.29M Buy
21,955
+547
+3% +$31.8K 0.22% 121
2021
Q1 		$1.21M Buy
21,408
+1,000
+5% +$54.4K 0.27% 101
2020
Q4 		$1.01M Buy
20,408
+1,424
+8% +$64K 0.27% 108
2020
Q3 		$744K Buy
18,984
+1,272
+7% +$50.2K 0.23% 134
2020
Q2 		$671K Sell
17,712
-308
-2% -$10.9K 0.24% 126
2020
Q1 		$565K Buy
18,020
+1,200
+7% +$50.4K 0.24% 131
2019
Q4 		$794K Buy
16,820
+252
+2% +$11.5K 0.27% 115
2019
Q3 		$746K Buy
16,568
+56
+0.3% +$2.42K 0.27% 116
2019
Q2 		$721K Buy
16,512
+784
+5% +$33.6K 0.48% 58
2019
Q1 		$666K Sell
15,728
-104
-0.7% -$4.31K 0.46% 64
2018
Q4 		$585K Buy
15,832
+600
+4% +$24.5K 0.47% 64
2018
Q3 		$686K Buy
15,232
+1,044
+7% +$47.7K 0.49% 58
2018
Q2 		$634K Buy
14,188
+1,812
+15% +$79.8K 0.53% 56
2018
Q1 		$522K Sell
12,376
-356
-3% -$15.5K 0.48% 61
2017
Q4 		$554K Buy
12,732
+564
+5% +$23.9K 0.51% 59
2017
Q3 		$507K Sell
12,168
-1,100
-8% -$44.1K 0.49% 62
2017
Q2 		$536K Buy
13,268
+2,632
+25% +$105K 0.44% 66
2017
Q1 		$424K Buy
10,636
+1,912
+22% +$75.7K 0.41% 71
2016
Q4 		$341K Buy
8,724
+80
+0.9% +$2.98K 0.37% 85
2016
Q3 		$313K Buy
8,644
+900
+12% +$32.3K 0.31% 102
2016
Q2 		$261K Buy
7,744
+1,588
+26% +$53.3K 0.27% 120
2016
Q1 		$205K Sell
6,156
-292
-5% -$8.99K 0.24% 129
2015
Q4 		$207K Buy
+6,448
New +$214K 0.27% 115

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 $900M AUM 17.81% 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

Nations Financial Group's ISCB Position: Q1 2026 in Review

Nations Financial Group reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 1.4% in Q1 2026, selling an estimated $18.9K and leaving 19,940 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #307.

Nations Financial Group first reported a position in ISCB in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.32M in Q3 2025. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Nations Financial Group held 19,940 shares of iShares Morningstar Small-Cap ETF worth $1.3M as of Q1 2026.
  • Nations Financial Group sold 280 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Morningstar Small-Cap ETF made up 0.07% of Nations Financial Group's portfolio in Q1 2026, its #307 holding.
  • Nations Financial Group first reported a position in iShares Morningstar Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Nations Financial Group's iShares Morningstar Small-Cap ETF position peaked at $1.32M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.