New Insight Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

New Insight Wealth 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 Q1	$361K	Sell	5,543 -240	-4%	-$16.2K	0.13%	84
2025 Q4	$376K	Sell	5,783 -826	-12%	-$53.2K	0.13%	85
2025 Q3	$419K	Sell	6,609 -496	-7%	-$30.4K	0.16%	82
2025 Q2	$414K	Sell	7,105 -489	-6%	-$26.7K	0.17%	71
2025 Q1	$411K	Sell	7,594 -226	-3%	-$13.2K	0.19%	67
2024 Q4	$459K	Sell	7,820 -181	-2%	-$10.9K	0.23%	55
2024 Q3	$470K	Buy	8,001 +40	+0.5%	+$2.25K	0.25%	50
2024 Q2	$429K	Buy	7,961 +50	+0.6%	+$2.69K	0.25%	53
2024 Q1	$445K	Buy	7,911 +225	+3%	+$12K	0.28%	47
2023 Q4	$412K	Buy	+7,686	New	+$368K	0.28%	52

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New Insight Wealth Advisors's ISCB Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 4.2% in Q1 2026, selling an estimated $16.2K and leaving 5,543 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #84.

New Insight Wealth Advisors first reported a position in ISCB in Q4 2023 and has held it in 10 quarters since. The position peaked at $470K in Q3 2024. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

New Insight Wealth Advisors held 5,543 shares of iShares Morningstar Small-Cap ETF worth $361K as of Q1 2026.
New Insight Wealth Advisors sold 240 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $16.2K.
iShares Morningstar Small-Cap ETF made up 0.13% of New Insight Wealth Advisors's portfolio in Q1 2026, its #84 holding.
New Insight Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $470K in Q3 2024.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.