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

NewEdge 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
Q2 		$42.4K Buy
561
+1
+0.2% +$71 ﹤0.01% 3164
2026
Q1 		$36.5K Hold
560
– – ﹤0.01% 3024
2025
Q4 		$36.4K Buy
560
+1
+0.2% +$64 ﹤0.01% 3049
2025
Q3 		$35.5K Hold
559
– – ﹤0.01% 2933
2025
Q2 		$32.5K Buy
559
+1
+0.2% +$55 ﹤0.01% 2794
2025
Q1 		$30.2K Buy
558
+167
+43% +$9.75K ﹤0.01% 2718
2024
Q4 		$22.9K Hold
391
– – ﹤0.01% 2773
2024
Q3 		$22.9K Buy
+391
New +$22K ﹤0.01% 2681

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

NewEdge Advisors's ISCB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.18% in Q2 2026, buying an estimated $71 and bringing the position to 561 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

NewEdge Advisors first reported a position in ISCB in Q3 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • NewEdge Advisors held 561 shares of iShares Morningstar Small-Cap ETF worth $42.4K as of Q2 2026.
  • NewEdge Advisors bought 1 iShares Morningstar Small-Cap ETF share in Q2 2026, an estimated $71.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3164 holding.
  • NewEdge Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.