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Steward Partners Investment Advisory’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$353K Sell
5,427
-315
-5% -$21.3K ﹤0.01% 1711
2025
Q4 		$373K Sell
5,742
-18
-0.3% -$1.16K ﹤0.01% 1590
2025
Q3 		$365K Buy
5,760
+310
+6% +$19K ﹤0.01% 1543
2025
Q2 		$318K Buy
5,450
+210
+4% +$11.5K ﹤0.01% 1529
2025
Q1 		$284K Buy
5,240
+158
+3% +$9.22K ﹤0.01% 1474
2024
Q4 		$298K Buy
5,082
+493
+11% +$29.8K ﹤0.01% 1416
2024
Q3 		$269K Buy
4,589
+471
+11% +$26.6K ﹤0.01% 1375
2024
Q2 		$222K Buy
4,118
+606
+17% +$32.7K ﹤0.01% 1393
2024
Q1 		$197K Buy
3,512
+2,370
+208% +$126K ﹤0.01% 1445
2023
Q4 		$61.2K Hold
1,142
– – ﹤0.01% 1892
2023
Q3 		$53.8K Hold
1,142
– – ﹤0.01% 1875
2023
Q2 		$56.8K Buy
1,142
+2
+0.2% +$94 ﹤0.01% 1827
2023
Q1 		$54K Hold
1,140
– – ﹤0.01% 1833
2022
Q4 		$52K Hold
1,140
– – ﹤0.01% 1819
2022
Q3 		$49K Buy
1,140
+700
+159% +$33.2K ﹤0.01% 1800
2022
Q2 		$19K Hold
440
– – ﹤0.01% 2244
2022
Q1 		$24K Hold
440
– – ﹤0.01% 2280
2021
Q4 		$25K Hold
440
– – ﹤0.01% 2226
2021
Q3 		$25K Buy
+440
New +$25K ﹤0.01% 2220

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's ISCB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 5.5% in Q1 2026, selling an estimated $21.3K and leaving 5,427 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Steward Partners Investment Advisory first reported a position in ISCB in Q3 2021 and has held it in 19 quarters since. The position peaked at $373K in Q4 2025. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Steward Partners Investment Advisory held 5,427 shares of iShares Morningstar Small-Cap ETF worth $353K as of Q1 2026.
  • Steward Partners Investment Advisory sold 315 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $21.3K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1711 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Morningstar Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's iShares Morningstar Small-Cap ETF position peaked at $373K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.