Wealth Enhancement Advisory Services
ISCB icon

Wealth Enhancement Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Wealth Enhancement Advisory Services’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 		$264K Buy
3,541
+3
+0.1% +$213 ﹤0.01% 3326
2026
Q1 		$233K Buy
3,538
+327
+10% +$22.1K ﹤0.01% 3011
2025
Q4 		$217K Buy
3,211
+1
+0% +$64 ﹤0.01% 3207
2025
Q3 		$205K Buy
+3,210
New +$197K ﹤0.01% 3125
2025
Q1 		– Sell
-3,700
Closed -$217K – 3060
2024
Q4 		$217K Buy
+3,700
New +$224K ﹤0.01% 2634

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

Wealth Enhancement Advisory Services's ISCB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.08% in Q2 2026, buying an estimated $213 and bringing the position to 3,541 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Wealth Enhancement Advisory Services first reported a position in ISCB in Q4 2024 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,541 shares of iShares Morningstar Small-Cap ETF worth $264K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $213.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3326 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.