Spire Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Spire Wealth Management’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	$6.87K	Hold	91	–	–	﹤0.01%	1752
2026 Q1	$5.92K	Sell	91 -190	-68%	-$12.8K	﹤0.01%	1789
2025 Q4	$18.3K	Buy	281 +190	+209%	+$12.2K	﹤0.01%	1515
2025 Q3	$5.77K	Hold	91	–	–	﹤0.01%	1924
2025 Q2	$5.3K	Buy	+91	New	+$4.97K	﹤0.01%	1925
2022 Q3	–	Sell	-515	Closed	-$23K	–	2391
2022 Q2	$23K	Buy	515 +2	+0.4%	+$97	﹤0.01%	1613
2022 Q1	$27K	Buy	513 +2	+0.4%	+$106	﹤0.01%	1681
2021 Q4	$29K	Buy	511 +2	+0.4%	+$116	﹤0.01%	1965
2021 Q3	$29K	Buy	509 +2	+0.4%	+$114	﹤0.01%	1704
2021 Q2	$30K	Sell	507 -1	-0.2%	-$58	﹤0.01%	1702
2021 Q1	$29K	Buy	+508	New	+$27.7K	﹤0.01%	1977

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

Spire Wealth Management's ISCB Position: Q2 2026 in Review

Spire Wealth Management held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 91 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Spire Wealth Management first reported a position in ISCB in Q1 2021 and has held it in 11 quarters since. The position peaked at $30K in Q2 2021. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Spire Wealth Management held 91 shares of iShares Morningstar Small-Cap ETF worth $6.87K as of Q2 2026.
Spire Wealth Management left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1752 holding.
Spire Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2021 and has held it in 11 quarters since.
Spire Wealth Management's iShares Morningstar Small-Cap ETF position peaked at $30K in Q2 2021.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.