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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
Q2 		$411K Buy
5,446
+19
+0.4% +$1.35K ﹤0.01% 1812
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 $1.89T 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

Steward Partners Investment Advisory's ISCB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.35% in Q2 2026, buying an estimated $1.35K and bringing the position to 5,446 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Steward Partners Investment Advisory first reported a position in ISCB in Q3 2021 and has held it in 20 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Steward Partners Investment Advisory held 5,446 shares of iShares Morningstar Small-Cap ETF worth $411K as of Q2 2026.
  • Steward Partners Investment Advisory bought 19 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.35K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1812 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.