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Savant Capital’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Savant Capital’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 		$216K Buy
+2,858
New +$203K ﹤0.01% 1699
2024
Q4 		– Sell
-4,269
Closed -$250K – 1467
2024
Q3 		$250K Buy
+4,269
New +$241K ﹤0.01% 1172

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

Savant Capital's ISCB Position: Q2 2026 in Review

Savant Capital opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026: 2,858 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings. This is a return to the name: Savant Capital previously reported a position in ISCB as recently as Q3 2024.

Savant Capital first reported a position in ISCB in Q3 2024 and has held it in 2 quarters since. The position peaked at $250K in Q3 2024. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Savant Capital held 2,858 shares of iShares Morningstar Small-Cap ETF worth $216K as of Q2 2026.
  • iShares Morningstar Small-Cap ETF was a new Savant Capital position in Q2 2026.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1699 holding.
  • Savant Capital first reported a position in iShares Morningstar Small-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • Savant Capital's iShares Morningstar Small-Cap ETF position peaked at $250K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.