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Schneider Downs Wealth Management Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Schneider Downs Wealth Management 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 		$230K Buy
+3,040
New +$216K 0.02% 158
2025
Q4 		– Sell
-3,572
Closed -$227K – 158
2025
Q3 		$227K Hold
3,572
– – 0.03% 138
2025
Q2 		$208K Buy
+3,572
New +$195K 0.03% 140

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

Schneider Downs Wealth Management Advisors's ISCB Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026: 3,040 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in ISCB as recently as Q3 2025.

Schneider Downs Wealth Management Advisors first reported a position in ISCB in Q2 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 3,040 shares of iShares Morningstar Small-Cap ETF worth $230K as of Q2 2026.
  • iShares Morningstar Small-Cap ETF was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
  • iShares Morningstar Small-Cap ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #158 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.