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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities's ISCB Position: Q1 2026 in Review

Sunbelt Securities held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q1 2026 at 80 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Sunbelt Securities first reported a position in ISCB in Q1 2023 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

Sunbelt Securities held 80 shares of iShares Morningstar Small-Cap ETF worth $5.21K as of Q1 2026.
Sunbelt Securities left its iShares Morningstar Small-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1673 holding.
Sunbelt Securities first reported a position in iShares Morningstar Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.