Wealth Enhancement Advisory Services
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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

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