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Trifecta Capital Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Trifecta Capital Advisors’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
2025
Q3 		– Sell
-1,276
Closed -$74.4K – 488
2025
Q2 		$74.4K Hold
1,276
– – 0.01% 157
2025
Q1 		$69.1K Hold
1,276
– – 0.01% 126
2024
Q4 		$74.9K Hold
1,276
– – 0.01% 119
2024
Q3 		$74.9K Hold
1,276
– – 0.02% 120
2024
Q2 		$68.7K Hold
1,276
– – 0.02% 126
2024
Q1 		$71.7K Buy
+1,276
New +$67.9K 0.02% 124

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Trifecta Capital Advisors's ISCB Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2025, closing a stake of 1,276 shares — an estimated $74.4K sold.

Trifecta Capital Advisors first reported a position in ISCB in Q1 2024 and held it in 6 quarters. The position peaked at $74.9K in Q3 2024. 81 funds tracked by Wall St. Rank hold ISCB as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,276 iShares Morningstar Small-Cap ETF shares in Q3 2025, an estimated $74.4K.
  • Trifecta Capital Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q1 2024 and held it in 6 quarters.
  • Trifecta Capital Advisors's iShares Morningstar Small-Cap ETF position peaked at $74.9K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.