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TopTier Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

TopTier Wealth 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
Q2 		– Sell
-1,600
Closed -$104K – 418
2026
Q1 		$104K Buy
+1,600
New +$108K 0.06% 170

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

TopTier Wealth Management's ISCB Position: Q2 2026 in Review

TopTier Wealth Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2026, closing a stake of 1,600 shares — an estimated $104K sold.

TopTier Wealth Management first reported a position in ISCB in Q1 2026 and held it in 1 quarter. The position peaked at $104K in Q1 2026. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • TopTier Wealth Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 1,600 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $104K.
  • TopTier Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's iShares Morningstar Small-Cap ETF position peaked at $104K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.