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

United Capital Financial 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
2026 Q1	$546K	Buy	8,392 +80	+1%	+$5.41K	﹤0.01%	1024
2025 Q4	$540K	Buy	+8,312	New	+$535K	﹤0.01%	935
2022 Q4	–	Sell	-4,849	Closed	-$207K	–	1077
2022 Q3	$207K	Buy	4,849 +11	+0.2%	+$522	﹤0.01%	1017
2022 Q2	$214K	Buy	4,838 +6	+0.1%	+$290	﹤0.01%	1040
2022 Q1	$259K	Buy	4,832 +8	+0.2%	+$425	﹤0.01%	1039
2021 Q4	$276K	Buy	4,824 +12	+0.2%	+$694	﹤0.01%	1050
2021 Q3	$270K	Buy	4,812 +10	+0.2%	+$568	﹤0.01%	1051
2021 Q2	$282K	Buy	4,802 +6	+0.1%	+$348	﹤0.01%	1043
2021 Q1	$270K	Buy	4,796 +8	+0.2%	+$436	﹤0.01%	1015
2020 Q4	$236K	Buy	+4,788	New	+$215K	﹤0.01%	1078

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Capital Financial Advisors's ISCB Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.96% in Q1 2026, buying an estimated $5.41K and bringing the position to 8,392 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

United Capital Financial Advisors first reported a position in ISCB in Q4 2020 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

United Capital Financial Advisors held 8,392 shares of iShares Morningstar Small-Cap ETF worth $546K as of Q1 2026.
United Capital Financial Advisors bought 80 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $5.41K.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1024 holding.
United Capital Financial Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2020 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.