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

Pathway Financial 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 		$326K Hold
4,350
– – 0.04% 111
2026
Q1 		$286K Hold
4,350
– – 0.04% 115
2025
Q4 		$294K Hold
4,350
– – 0.04% 117
2025
Q3 		$276K Hold
4,350
– – 0.04% 119
2025
Q2 		$254K Buy
+4,350
New +$238K 0.04% 117

Other funds holding ISCB

PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 26.37% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return