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ORG Partners’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

ORG Partners’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
Q4 		$23.4K Hold
360
– – ﹤0.01% 764
2025
Q3 		$22.8K Hold
360
– – ﹤0.01% 766
2025
Q2 		$21.2K Hold
360
– – ﹤0.01% 739
2025
Q1 		$19.6K Hold
360
– – ﹤0.01% 694
2024
Q4 		$21.1K Buy
+360
New +$21.8K ﹤0.01% 734

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ORG Partners's ISCB Position: Q4 2025 in Review

ORG Partners held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q4 2025 at 360 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

ORG Partners first reported a position in ISCB in Q4 2024 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q4 2025.

  • ORG Partners held 360 shares of iShares Morningstar Small-Cap ETF worth $23.4K as of Q4 2025.
  • ORG Partners left its iShares Morningstar Small-Cap ETF share count unchanged in Q4 2025.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #764 holding.
  • ORG Partners first reported a position in iShares Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.