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Wealth Watch Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Wealth Watch 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 		– Sell
-188
Closed -$12.2K – 484
2025
Q4 		$12.2K Hold
188
– – ﹤0.01% 396
2025
Q3 		$11.9K Buy
+188
New +$11.5K ﹤0.01% 380

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Watch Advisors's ISCB Position: Q1 2026 in Review

Wealth Watch Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2026, closing a stake of 188 shares — an estimated $12.2K sold.

Wealth Watch Advisors first reported a position in ISCB in Q3 2025 and held it in 2 quarters. The position peaked at $12.2K in Q4 2025. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Wealth Watch Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 188 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $12.2K.
  • Wealth Watch Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's iShares Morningstar Small-Cap ETF position peaked at $12.2K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.