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Synergy Investment Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Synergy Investment Management’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 		$26K Buy
+400
New +$27K 0.01% 365
2025
Q2 		– Sell
-400
Closed -$21.7K – 318
2025
Q1 		$21.7K Hold
400
– – 0.01% 305
2024
Q4 		$23.5K Buy
+400
New +$24.2K 0.01% 307

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

Synergy Investment Management's ISCB Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q1 2026: 400 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ISCB as recently as Q1 2025.

Synergy Investment Management first reported a position in ISCB in Q4 2024 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Synergy Investment Management held 400 shares of iShares Morningstar Small-Cap ETF worth $26K as of Q1 2026.
  • iShares Morningstar Small-Cap ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares Morningstar Small-Cap ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #365 holding.
  • Synergy Investment Management first reported a position in iShares Morningstar Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.