PS
ISCB icon

Principal Securities’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Principal Securities’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 		$226K Buy
+2,998
New +$213K ﹤0.01% 1464
2025
Q4 		– Sell
-1,233
Closed -$78.2K – 2447
2025
Q3 		$78.2K Buy
1,233
+12
+1% +$736 ﹤0.01% 1714
2025
Q2 		$71.1K Buy
1,221
+25
+2% +$1.37K ﹤0.01% 1699
2025
Q1 		$70.2K Hold
1,196
– – ﹤0.01% 1602
2024
Q4 		$70.2K Buy
1,196
+780
+188% +$47.2K ﹤0.01% 1601
2024
Q3 		$24.4K Hold
416
– – ﹤0.01% 2025
2024
Q2 		$22.4K Hold
416
– – ﹤0.01% 2011
2024
Q1 		$23.4K Hold
416
– – ﹤0.01% 1928
2023
Q4 		$22.3K Buy
+416
New +$19.9K ﹤0.01% 1868

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

Principal Securities's ISCB Position: Q2 2026 in Review

Principal Securities opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026: 2,998 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: Principal Securities previously reported a position in ISCB as recently as Q3 2025.

Principal Securities first reported a position in ISCB in Q4 2023 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Principal Securities held 2,998 shares of iShares Morningstar Small-Cap ETF worth $226K as of Q2 2026.
  • iShares Morningstar Small-Cap ETF was a new Principal Securities position in Q2 2026.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1464 holding.
  • Principal Securities first reported a position in iShares Morningstar Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.