Strategic Financial Planning’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Strategic Financial Planning’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	$270K	Buy	3,580 +2,431	+212%	+$173K	0.14%	38
2026 Q1	$750K	Sell	1,149 -2,431	-68%	-$164K	0.44%	30
2025 Q4	$233K	Hold	3,580	–	–	0.13%	38
2025 Q3	$227K	Hold	3,580	–	–	0.13%	37
2025 Q2	$209K	Buy	+3,580	New	+$196K	0.13%	37
2025 Q1	–	Sell	-3,580	Closed	-$210K	–	37
2024 Q4	$210K	Hold	3,580	–	–	0.14%	36
2024 Q3	$210K	Buy	+3,580	New	+$202K	0.14%	36
2024 Q2	–	Sell	-3,580	Closed	-$201K	–	36
2024 Q1	$201K	Buy	+3,580	New	+$191K	0.15%	36

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 $103B AUM 28.65% 1-Year Est. Return

Strategic Financial Planning's ISCB Position: Q2 2026 in Review

Strategic Financial Planning increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 212% in Q2 2026, buying an estimated $173K and bringing the position to 3,580 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #38.

Strategic Financial Planning first reported a position in ISCB in Q1 2024 and has held it in 8 quarters since. The position peaked at $750K in Q1 2026. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Strategic Financial Planning held 3,580 shares of iShares Morningstar Small-Cap ETF worth $270K as of Q2 2026.
Strategic Financial Planning bought 2,431 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $173K.
iShares Morningstar Small-Cap ETF made up 0.14% of Strategic Financial Planning's portfolio in Q2 2026, its #38 holding.
Strategic Financial Planning first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Strategic Financial Planning's iShares Morningstar Small-Cap ETF position peaked at $750K in Q1 2026.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.