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Sunbelt Securities’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Sunbelt Securities’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 		$5.21K Hold
80
– – ﹤0.01% 1673
2025
Q4 		$5.2K Buy
+80
New +$5.15K ﹤0.01% 1633
2025
Q3 		– Sell
-80
Closed -$4.69K – 2783
2025
Q2 		$4.69K Hold
80
– – ﹤0.01% 1461
2025
Q1 		$4.33K Hold
80
– – ﹤0.01% 1450
2024
Q4 		$4.7K Hold
80
– – ﹤0.01% 1458
2024
Q3 		$4.7K Hold
80
– – ﹤0.01% 1454
2024
Q2 		$4.31K Hold
80
– – ﹤0.01% 1424
2024
Q1 		$4.5K Hold
80
– – ﹤0.01% 1387
2023
Q4 		$4.29K Hold
80
– – ﹤0.01% 1336
2023
Q3 		$3.77K Hold
80
– – ﹤0.01% 1362
2023
Q2 		$3.98K Hold
80
– – ﹤0.01% 1366
2023
Q1 		$3.71K Buy
+80
New +$3.88K ﹤0.01% 1351

Other funds holding ISCB

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Cetera Investment Advisers
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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