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

PPS&V Asset Management Consultants Portage, Michigan $185M AUM 26.37% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return