Russell Investments Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Russell Investments Group’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	$254	Sell	3 -88	-97%	-$6.25K	﹤0.01%	4230
2026 Q1	$5.95K	Hold	91	–	–	﹤0.01%	3866
2025 Q4	$5.92K	Hold	91	–	–	﹤0.01%	3885
2025 Q3	$5.75K	Buy	91 +1	+1%	+$61	﹤0.01%	3876
2025 Q2	$5.26K	Hold	90	–	–	﹤0.01%	3443
2025 Q1	$4.88K	Hold	90	–	–	﹤0.01%	3372
2024 Q4	$5.27K	Buy	90 +1	+1%	+$60	﹤0.01%	3271
2024 Q3	$5.25K	Hold	89	–	–	﹤0.01%	3206
2024 Q2	$4.8K	Hold	89	–	–	﹤0.01%	3224
2024 Q1	$4.99K	Sell	89 -30	-25%	-$1.6K	﹤0.01%	2945
2023 Q4	$6.36K	Buy	119 +1	+0.8%	+$48	﹤0.01%	2878
2023 Q3	$5.53K	Hold	118	–	–	﹤0.01%	3128
2023 Q2	$5.84K	Buy	+118	New	+$5.56K	﹤0.01%	3076

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

Russell Investments Group's ISCB Position: Q2 2026 in Review

Russell Investments Group reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 97% in Q2 2026, selling an estimated $6.25K and leaving 3 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

Russell Investments Group first reported a position in ISCB in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.36K in Q4 2023. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Russell Investments Group held 3 shares of iShares Morningstar Small-Cap ETF worth $254 as of Q2 2026.
Russell Investments Group sold 88 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.25K.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4230 holding.
Russell Investments Group first reported a position in iShares Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Russell Investments Group's iShares Morningstar Small-Cap ETF position peaked at $6.36K in Q4 2023.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.