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

Richwood Investment 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	$675K	Sell	8,934 -225	-2%	-$16K	0.47%	48
2026 Q1	$596K	Sell	9,159 -420	-4%	-$28.4K	0.46%	53
2025 Q4	$668K	Sell	9,579 -440	-4%	-$28.3K	0.48%	49
2025 Q3	$635K	Hold	10,019	–	–	0.5%	48
2025 Q2	$584K	Sell	10,019 -160	-2%	-$8.74K	0.48%	50
2025 Q1	$551K	Sell	10,179 -1,540	-13%	-$89.9K	0.47%	55
2024 Q4	$687K	Sell	11,719 -480	-4%	-$29K	0.57%	42
2024 Q3	$716K	Hold	12,199	–	–	0.59%	43
2024 Q2	$657K	Sell	12,199 -615	-5%	-$33.1K	0.58%	43
2024 Q1	$720K	Sell	12,814 -628	-5%	-$33.4K	0.64%	39
2023 Q4	$721K	Hold	13,442	–	–	0.68%	35
2023 Q3	$633K	Sell	13,442 -115	-0.8%	-$5.73K	0.65%	40
2023 Q2	$674K	Sell	13,557 -60	-0.4%	-$2.83K	0.66%	39
2023 Q1	$645K	Sell	13,617 -60	-0.4%	-$2.91K	0.64%	37
2022 Q4	$624K	Hold	13,677	–	–	0.63%	40
2022 Q3	$584K	Sell	13,677 -1,900	-12%	-$90.2K	0.64%	40
2022 Q2	$689K	Hold	15,577	–	–	0.7%	36
2022 Q1	$834K	Sell	15,577 -200	-1%	-$10.6K	0.74%	34
2021 Q4	$903K	Buy	+15,777	New	+$913K	0.79%	30

Other funds holding ISCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Richwood Investment Advisors's ISCB Position: Q2 2026 in Review

Richwood Investment Advisors reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 2.5% in Q2 2026, selling an estimated $16K and leaving 8,934 shares worth $675K. The position accounts for 0.47% of the portfolio, ranked #48.

Richwood Investment Advisors first reported a position in ISCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $903K in Q4 2021. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Richwood Investment Advisors held 8,934 shares of iShares Morningstar Small-Cap ETF worth $675K as of Q2 2026.
Richwood Investment Advisors sold 225 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16K.
iShares Morningstar Small-Cap ETF made up 0.47% of Richwood Investment Advisors's portfolio in Q2 2026, its #48 holding.
Richwood Investment Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's iShares Morningstar Small-Cap ETF position peaked at $903K in Q4 2021.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.